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Jenna Barnard and John Pattullo, co-heads of Strategic Fixed Income, dissect the reflation narrative, sharing interesting views that go somewhat against consensus.
The world is set for a strong cyclical recovery. Andrew Mulliner, Head of Global Aggregate Strategies, shares his thoughts on the divergence in economic fortunes that are beginning to appear and the likely impact on investment opportunities.
Portfolio Manager Jeremiah Buckley and Assistant Portfolio Manager David Chung discuss the strong recovery potential for travel and leisure industries as COVID restrictions ease.
Seth Meyer and Brent Olson, high yield bond Portfolio Managers, and Nick Schommer, US equity Portfolio Manager, discuss the benefits of collaboration in their equity and bond analysis.
The recent steep rise in yields has unsettled markets but Nick Maroutsos and Andrew Mulliner, Portfolio Managers within the Global Bonds Team, believe the Fed and other central banks are in no mood to abandon their accommodative stance.
Large-scale trading activity periodically creates short-term dislocations. Portfolio Manager Aneet Chachra considers the investment opportunity around these flow-driven price moves.
Though volatility is likely to continue, Portfolio Manager Jeremiah Buckley thinks the outlook for equities remains constructive as we progress past the election and get closer to the end of the coronavirus pandemic.
David Elms, Head of Diversified Alternatives, argues for new thinking for investors’ portfolios in 2021, following a year in which the pandemic posed unfamiliar challenges for industries.
In this Q&A, David Elms, Head of Diversified Alternatives at Janus Henderson Investors, gives some insight into the adaptable strategies his team deploy in their efforts to deliver attractive risk adjusted returns for investors, with truly diversified performance drivers.
Jim Cielinski, Global Head of Fixed Income, believes central bank policy is likely to be the dominant influence on fixed income markets, regardless of who wins the US election.
Head of US Fixed Income, Greg Wilensky, cautions that uncertainty is likely to remain elevated as we approach 3 November 2020, and thus it may be prudent to remain diversified and keep risk levels close to long-term targets.
U.S. equities Portfolio Manager Nick Schommer discusses the importance of durable, competitively advantaged business models amid a disrupted economic environment.
