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ISG Insight: Can the market’s immunity last?
Janus Henderson’s Investment Strategy Group (ISG) brings together investment professionals from our global fixed income platform and other Janus Henderson teams, providing a forum for research and debate. The ISG recently met to discuss the outlook for bond markets and concluded that economic growth is likely to remain modest in the quarters ahead.
Fed watch: stealth yield curve control?
Head of Global Bonds Nick Maroutsos describes the Fed decision in July to hold rates steady as a non-event given that the central bank, through its actions, has already proven its willingness to do whatever it takes to support the US economy during this unprecedented period.
Asia for dividends: comparatively resilient
In this video Mike Kerley, Asian income equities portfolio manager, provides a review of Asia Pacific ex Japan markets, discusses favoured and avoided markets and the reasons why he expects the region’s dividends to prove resilient.
Back to business
With economies gradually reopening and markets suggesting better times ahead, credit portfolio managers James Briggs and Tim Winstone consider whether investors should be increasing their allocation to investment grade credit.
Global Sustainable Equity: news and opportunities (July 2020)
Hamish Chamberlayne, Head of Global Sustainable Equities, explores the most recent developments in the world of sustainability as we begin to emerge from the COVID crisis and discusses how the fund has performed in light of this.
Strategic Fixed Income: from bond glut to bond drought
Nicholas Ware, Portfolio Manager in the Strategic Fixed Income Team, explains why he believes the second half of 2020 will see lower net issuance in corporate bond markets following the dizzying volume of new bond issues in the first half.
Bonds / equities aren’t giving different messages
The strong rally in equities since late March contrasts with static longer-term government bond yields, causing some to argue that economic expectations in the two markets are out of sync, the suggestion being that a pessimistic bond market is smarter.
An historic day for Europe
Paul O’Connor, Head of the UK-based Multi-Asset Team, responds to the European Union’s landmark coronavirus recovery package, agreed after four days and four nights of negotiations.
Chinese stockbuilding cycle aligned with global upswing
The global stockbuilding (inventory) cycle is judged here to have bottomed in H1 2020, probably Q1. The cycle acted as a drag on global economic momentum in 2018-19 but is now scheduled to provide a tailwind at least through end-2021.
Investing sustainably through the COVID crisis
Hamish Chamberlayne, Head of Global Sustainable Equities, explains how the Global Sustainable Equity Strategy has fared through the COVID crisis so far and discusses how they have navigated the recent market rotation from growth to value factors.
COVID-19: implications of rising cases in the US
Unlike some countries that have flattened the curve, the US is experiencing a sharp rise in COVID-19 cases. In this video — part of a series on the scientific and investment implications of COVID-19 —Biotech Analyst, Agustin Mohedas, explains why the US trajectory has diverged, noting how the outbreak’s dynamics are changing and what that could mean for the next phase of the pandemic.
Global data flow supporting “V” scenario
Global six-month real money growth – on both narrow and broad definitions – is estimated to have risen to another post-WW2 high in June, based on data for the US, China, Japan, Brazil and India, which have a combined two-thirds weighting in the G7 plus E7 aggregates calculated here.