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Paul O’Connor, Head of the UK-based Multi-Asset Team, casts a wary eye over the latest push to get a Brexit agreement over the line.
Slack is opening up in the UK labour market, strengthening the case for a rate cut regardless of Brexit developments.
Medical science is entering an exciting phase, but investors need to evaluate each opportunity carefully, says Andy Acker, Portfolio Manager of Global Life Sciences Team. Andy and his team have plenty of healthcare themes to pursue, many of which are already yielding results not just for investors, but also for the health of people across the world.
Investing sustainably requires a clearly defined approach that is aligned with the financial goals of all parties and then implemented with discipline and consistency. In the first article of a new series, Hamish Chamberlayne, Head of SRI, outlines how to achieve this.
A growing segment of BBB rated securities are priced to fall into the high yield market. In our view, this trend could create opportunities for investors who are willing to look across both the ratings spectrum and credit sectors, say Portfolio Managers Seth Meyer and Brent Olson
Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the market reaction to the last minute plot twist emerging from the Brexit negotiations.
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Luke Newman, portfolio manager on the UK Absolute Return strategy, outlines positioning in light of the recent rotation in equity markets. He also discusses the importance of investing in highly liquid areas of the market.
Chinese September monetary numbers are a mixed bag but will probably be interpreted positively by the market.
Previous quarterly commentaries suggested that global economic momentum would fall into a low around Q3 2019. Recent news is consistent with the scenario but money trends have yet to give a clear signal of economic recovery. A bottoming of momentum, however, may be sufficient to warrant rotating away from defensive investment strategies that have prospered
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The CBI’s Q3 financial services survey released overnight rounds out a bleak message from earlier surveys covering industry, other services and distribution, supporting the view here that the economy has probably already entered a recession
Nick Watson, a portfolio manager on Janus Henderson’s UK-based Multi-Asset team, argues that amid the gathering gloom around global growth, active managers are presented with a broadly positive environment for risk assets.
In this video, Rebecca Young, Portfolio Manager within the Strategic Fixed Income team, explains why there is more than meets the eye in the US high yield market and discusses the teams approach to achieving ‘sensible income’.
