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Internet companies: a lollapalooza of forces
Jamie Ross, Portfolio Manager of the Pan European Equity Strategy, and Analyst Redinel Korfuzi, investigate how some companies have used disruptive situations to emerge stronger and explore the lollapalooza of forces which can often lead to an outcome that is much larger than the sum of the parts.
So… what about inflation?
John Pattullo, Co-Head of Strategic Fixed Income, shares his views on the most frequently asked question by clients these days: “what about inflation?”
What a return to ‘normal’ could mean for equities
In our ongoing video series on COVID-19, a discussion of the pandemic’s trajectory, vaccine development and investment considerations post-crisis.
Why secular growth leadership will likely continue
Portfolio Manager Doug Rao discusses the outperformance of secular growth companies and the themes that have allowed this leadership to become more entrenched during the COVID-19 pandemic.
China: a steady early recovery but a moderation expected
In this Q&A, May Ling Wee from the China Equities Team, comments on the key issues impacting China’s recovery post COVID-19 and stock market performance year-to-date.
The big rotation
Paul O’Connor, Head of the UK-based Multi-Asset Team, gives his thoughts on the dramatic gains across markets over the past few weeks, and considers the factors he believes need to be in place to sustain the ‘V’-shaped rally.
Beyond the nadir
Just over two months has passed since markets dramatically sold off as the COVID-19 pandemic unfolded. There is much talk of the ‘new normal’ in every aspect of our lives, but what does this mean for fixed income? Nick Maroutsos, Dan Siluk and Jason England, co-managers of the Absolute Return Income strategy, answer some of the key questions.
COVID-19: What will it take to reopen the economy?
In this latest instalment of our video series exploring the scientific and investment implications of COVID-19, Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss lessons learned as economies reopen, the virus’ fatality rate and the latest news in vaccine development.
After the Virus: A Binary World
As the world assesses what will change after the COVID-19 pandemic, Jim Cielinski, Global Head of Fixed Income, introduces the questions Janus Henderson expects to be key in setting investment strategy going forward.
Office isn’t the next retail
The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?
Understanding the science & investment implications (Part 5)
A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.
Global equity market neutral: tools of the trade
The coronavirus pandemic has challenged many accepted paradigms within the investment world. In this article Steve Johnstone, Portfolio Manager, outlines some of the tools that a flexible global equity market neutral strategy can deploy to try and generate performance in all market environments.