Brexit update – curb your enthusiasm
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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Quick view: The art of the deal
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.
Labour market watch: negative UK data
Slack is opening up in the UK labour market, strengthening the case for a rate cut regardless of Brexit developments.
The measure of medical innovation
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.
Six ways to succeed with SRI
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.
Catching falling angels: finding opportunities in crossover credit
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
Brexit update – curb your enthusiasm
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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UK Absolute Return: flexibility key amid market rotation
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.
UK Property: a focus on stable income
In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines recent fund and market performance, discusses key factors the team consider as part of their investment process, highlights portfolio positioning and provides her outlook for the asset class.
Global leading indicators less downbeat
Chinese September monetary numbers are a mixed bag but will probably be interpreted positively by the market.
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A “monetarist” perspective on current equity markets
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
Focusing on resilience to preserve income
David Smith, Fund Manager of Henderson High Income Trust, discusses where he sees the best opportunities for income seeking investors in the UK equity market, and he outlines his recent portfolio activity. David also explains how the Trust invests in resilience companies with strong cash flows to ensure consistent income for shareholders.
UK data wrap: CBI confidence slump, money trends stabilising
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