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UK commercial property: signs of valuation evidence
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, summarises the investment market, highlighting that the easing of lockdown restrictions has enabled some market transactions to progress and provide signs of valuation evidence.
Office isn’t the next retail
The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?
The quantity theory of wealth, continued
A large positive gap opened up between the actual money stock and money demand during the GFC. “Excess” money balances, on the view here, “caused” the subsequent recovery in economic activity and asset prices.
Credit resilience but confusion surrounds longer-term inflation outlook
Jenna Barnard, Co-Head of Strategic Fixed Income, shares the Strategic Fixed Income Team’s current thoughts and views on bond markets, and addresses the most frequently asked question: is inflation on the rise?
COVID-19: Understanding the science & investment implications (Part 5)
A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.
Residential real estate: stay home, stay safe
Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team discuss how COVID-19 is impacting the rental residential sector from both a landlord and tenant perspective and the longer-term investment case for the sector.
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Global equity market neutral: tools of the trade
The coronavirus pandemic has challenged many accepted paradigms within the investment world. In this article Steve Johnstone, Portfolio Manager, outlines some of the tools that a flexible global equity market neutral strategy can deploy to try and generate performance in all market environments.
The case for high yield bonds
Using a combination of eight charts and tables, corporate credit portfolio managers Seth Meyer and Tom Ross consider some of the potential risks and opportunities within the high yield sector of fixed income.
Technology for good: supporting the fight against COVID-19
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss how ‘big tech’ companies are helping communities and governments through the pandemic and the implications this may have on the regulation of the technology sector.
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The quantity theory of wealth
G7 annual broad money growth is the highest since the 1970s. The consensus argues that this will not be reflected in strong nominal GDP growth and / or rising asset prices because of a faster fall in the velocity of circulation, which has been in trend decline for 50+ years.
Global monetary update: back to the 1970s
US money measures continued to explode into late April: annual growth rates of M1 and a proxy for the old M3 measure (“M2+”) rose to new post-WW2 highs of 29.1% and 23.3% in the week ending 27 April.
Quick view: the MPC maintains its stance
Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, responds to the MPC’s dovish view on prospects for the UK economy, although risks remain skewed to the downside.