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The end of an era: emerging markets prepare for a post-globalisation world
Portfolio Manager Daniel Graña explains that in light of the retreat from further global economic integration, reformist policies and value-added services are likely to become future drivers of emerging market growth and investment returns.
‘A third way’ to sustain the gig economy
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team discuss the gig economy’s broad-ranging impact and why ESG engagement is imperative when investing in disruptive technologies.
Conditions in the high yield market
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.
COVID-19: analysing approaches to mental health
Charlotte Nisbet, Analyst on the Governance and Responsible Investment Team and member of the Janus Henderson Mental Health Group, discusses the importance of mental health and wellbeing from an investment and employer perspective.
Emerging markets caught in trade winds
Geopolitics are often an important consideration when investing in emerging market (EM) stocks, the upcoming US election included. But regardless of who takes the White House in November, the next administration is likely to continue down a path of deglobalization, with important considerations for EM investors, says Emerging Market Equity Portfolio Manager Daniel Graña.
Will the hump in defaults be a hill or a mountain?
Seth Meyer, Corporate Credit Portfolio Manager, and Esther Watt, Client Portfolio Manager, explore the default outlook for high yield bonds and the risks and opportunities this presents.
Strategic Fixed Income: the predictable Japanification of US corporates
Jenna Barnard, Co-Head of Strategic Fixed Income, discusses how the suppression of volatility in interest rates by major central banks has spread the Japanification phenomenon to the US.
The Fed’s new policy, inflation and its implications for U.S. bonds
Greg Wilensky and Michael Keough discuss their outlook for U.S. inflation after the U.S. Federal Reserve’s policy change, and its impact on U.S. bond markets.
A letter to the Fed from a concerned friend
Head of Global Bonds Nick Maroutsos expresses concern that monetary policy focused on financial markets will do little to ignite the growth needed for the economy to recover from recent weakness.
Into the fog of uncertainty
What visibility is there for investors right now? Paul O’Connor, Head of the UK-based Multi-Asset Team, looks ahead to the fourth quarter of 2020 and beyond, summarising his latest thoughts on COVID-19, Brexit and the upcoming US election.
Rising political risk fuels uncertainty
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.
Is it time for the European Renaissance?
John Bennett, Director of European Equities, explains the potential turning point in markets that could propel European equities to compete with the long-running and seemingly invincible US bull market.