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Global manufacturing PMI peak delayed, relapse still likely
Further PMI strength in April likely reflects temporary factors and the monetary signal for future direction remains negative, argues Simon Ward, Economic Adviser.
Profits forecasts at risk from waning government support
Corporation taxes may be on the rise but a withdrawal of pandemic-related subsidies is a more immediate threat to profits optimism, argues Simon Ward, Economic Adviser.
Inflation and property equities – time to get ‘real’
Property equities portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl discuss the impact of rising expectations for inflation and interest rates on listed real estate.
Global government debt soared in 2020 amid fight against COVID
Global government debt soared in 2020 amid fight against COVID — a video promoting the recently released Janus Henderson Sovereign Debt Index, is now available to view.
Global money trends still cautionary
Global money growth continues to cool, suggesting downside risk to optimistic consensus economic growth forecasts, argues Simon Ward, Economic Adviser.
A “monetarist” perspective on current equity markets – April 2021
Markets face monetary headwinds and a near-term industrial slowdown could dent earnings expectations, argues Simon Ward, Economic Adviser.
Don’t fight the wave of rising rates, surf it
Greg Wilensky discusses the outlook for U.S. interest rates and the tools and investments available to navigate their rise.
Monetary financing fuels red-hot UK money growth
UK money growth is pulling ahead of other majors, warranting relative economic optimism but concern about sterling and inflation, argues Simon Ward, Economic Adviser.
Harvesting higher yields in today’s bond markets
John Kerschner and Seth Meyer discuss the opportunities available in bond markets, despite rising interest rates.
Rising bond yields — a validation of recovery or a challenge?
The world is set for a strong cyclical recovery. Andrew Mulliner, Head of Global Aggregate Strategies, shares his thoughts on the divergence in economic fortunes that are beginning to appear and the likely impact on investment opportunities.
ESG in credit investing: themes, considerations and implementation
Adrienn Sarandi, Director of Fixed Income ESG, answers some of the frequently asked questions around ESG investing, including whether COVID-19 has altered its evolution.
Global money trends still cooling before US fiscal boost
Strong March PMIs reflect fast money growth in mid-2020 and industrial momentum is probably peaking, argues Simon Ward, Economic Adviser.