While the current recession has severely impacted restaurants in the US, the ‘fast food’ sector has navigated the challenging environment relatively well. The Janus Henderson securitised products and corporate credit teams discuss the reasons why, and the opportunities for bond investors.
In this video Ben Lofthouse, Head of Global Equity Income, provides an update on some of the dividend trends that his team are seeing within the world of equity income and what they are doing to react to the COVID-19 pandemic.
Risk surrounding the US election is reaching unprecedented levels, as measured by the options market. Head of Global Asset Allocation Ashwin Alankar explains why options prices are rising and why going long volatility may have the potential to benefit investors.
Tom Ross, corporate credit manager, discusses conditions in the high yield market, including the default outlook, the importance of monetary and fiscal stimulus and whether high yield can tolerate inflation.
Portfolio Manager Luke Newman considers how the market for absolute return has changed in response to the spread of COVID-19, outlining his reasons to position for an economic recovery, while still focusing on capital preservation.