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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.
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.
Global “excess” money less favourable
The global monetary backdrop is temporarily less market-supportive, argues Simon Ward, Economic Adviser.
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.
Global Perspectives Podcast: Making sense of the US election
Which way do markets turn following the US election? Recorded on November 5 as votes continued to come through, our panel of investment professionals gave their views on what the result could mean for investors.
Global outlook: monetary / cycle impulses to outweigh virus drag
Virus developments are unlikely to derail global industrial recovery, argues Simon Ward, Economic Adviser.
Euroland money trends normalising
Money trends continue to give a reassuring message for Euroland economic prospects but US growth is likely to be much stronger in 2021, argues Simon Ward.
Questioning Chinese optimism
Reduced policy support has been reflected in a cooling of monetary trends but the PBoC may be anticipating an external boost to growth, argues Simon Ward, Economic Adviser.
The end of an era: emerging markets prepare for a post-globalisation world
Portfolio Manager Daniel Graña explains that in light of the retreat from further global economic integration, reformist policies and value-added services are likely to become future drivers of emerging market growth and investment returns.
‘A third way’ to sustain the gig economy
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team discuss the gig economy’s broad-ranging impact and why ESG engagement is imperative when investing in disruptive technologies.
COVID-19: analysing approaches to mental health
Charlotte Nisbet, Analyst on the Governance and Responsible Investment Team and member of the Janus Henderson Mental Health Group, discusses the importance of mental health and wellbeing from an investment and employer perspective.
Global money trends still giving positive economic signal
A recent moderation of global narrow money growth is consistent with continued positive economic developments but there is less “excess” liquidity to fuel market gains, argues Simon Ward, Economic Adviser.