Co-Head of Global Credit Research and Portfolio Manager, John Lloyd, discusses the large moves yesterday (Monday 24 February, when the video was recorded) in many fixed income markets due to heightened coronavirus concerns and outlines the benefit of active management amid the volatility.
How will the 2020 US presidential election impact bond markets? Co-Head of Global Credit Research and Portfolio Manager on the Multi-Sector Income Strategy, John Lloyd, anticipates more risk should a left-leaning candidate win the Democratic nomination, with increased volatility possible in sectors such as banking, health care, energy and technology.
In this video, Multi-Sector Income portfolio managers John Lloyd and Seth Meyer, discuss why credit ratings may not be an accurate reflection of risk and could obscure opportunities for active managers to capitalise on.
In this video, Tom Ross, corporate credit portfolio manager, discusses the global high yield market, exploring the near term outlook, whether defaults might pick up and where they are seeing the best opportunities.
The dovish tilt to global monetary policy should be supportive of asset prices in the near term but portfolio managers Tom Ross and Seth Meyer observe that an extension of the credit cycle does not mean abandoning selectivity within high yield bonds.
As finding income in Europe becomes tougher, high yield bonds, which have historically generated attractive long term total returns, could become an interesting opportunity for investors. Tom Ross and Tim Winstone, Co Managers of the Euro High Yield strategy at Janus Henderson, explore this fascinating asset class.