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Global Perspectives Podcast: are we in a sweet spot for credit investing?
A far reaching fixed income discussion on credit market resilience, liquidity versus solvency risks, recovery prospects and the dilemma for central banks in 2021.
Investing in Diversity: analysing the investment risks and opportunities
Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective.
A “monetarist” forecast for UK inflation
Underlying CPI inflation has risen and the headline rate is likely to overshoot Bank of England and consensus forecasts, argues Simon Ward, Economic Adviser.
The inevitable face-palm in market timing
Reflecting on his own attempts to remain level-headed through 2020’s best and worst market swings, Adam Hetts from Janus Henderson’s Portfolio Construction and Strategy (PCS) Team discusses the importance of staying the course amid ongoing uncertainty.
Evaluating stocks as growth continues to grow
Portfolio Manager Doug Rao discusses the phenomenon of concentrated market leadership and what that means for long-term investors.
Diversified alternatives — evolution and adaptation in changing markets
In this Q&A, David Elms, Head of Diversified Alternatives at Janus Henderson Investors, gives some insight into the adaptable strategies his team deploy in their efforts to deliver attractive risk adjusted returns for investors, with truly diversified performance drivers.
ISG Insight: a mostly benign outlook for US inflation
The stabilisation of US economic growth amid unprecedented fiscal and monetary stimulus has raised questions about the likelihood of inflation returning. Jim Cielinski, Global Head of Fixed Income, and Andrew Mulliner, Head of Global Aggregate Strategies, both members of the Fixed Income Investment Strategy Group (ISG)*, explain why they do not see significant risks of sustained higher inflation materialising in the next few years, though caution that short-term spikes are possible and investors should evaluate the diversity that their fixed income portfolios provide.
Sustainable design in consumer products
Charlotte Nisbet, Governance and Responsible Investment Analyst, explores the importance of sustainable design in consumer products.
Global “excess” money less favourable
The global monetary backdrop is temporarily less market-supportive, argues Simon Ward, Economic Adviser.
COVID-19 vaccine beats expectations
How a novel vaccine candidate from Pfizer and BioNTech could shape the trajectory of the global pandemic.
Global Perspectives Podcast: Fixed Income – Avoiding the BEACH
Adam Hetts talks to Nick Maroutsos and Jason England, portfolio managers on the Absolute Return Income strategies.
A potential turning point in the battle against COVID-19
Delivering better-than-expected trial data, a vaccine candidate from Pfizer and BioNTech could mark the beginning of the end of the pandemic and boost confidence in an economic recovery, now underway.