Market GPS
Investment outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
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Topical questions amid a more political economy
In this short question and answer session Nick Maroutsos, Co-Head of Global Bonds, looks at the macroeconomic landscape and how it is shaping their investment decision-making within the Absolute Return Income strategies.
Attaching a price to bond market liquidity
Portfolio Manager John Fujiwara and Research Analyst Lucy Holden discuss how low yields and volatile markets reinforce the risk premium commanded to provide bond market liquidity.
Tell Tail Signs: August 2019 – With the world distracted, options markets sniff signs of inflation
Janus Henderson’s US-based Multi-Asset Solutions Team present their latest Tail Risk Report, using options market prices to infer expected tail gains and losses for each asset class.
Volatility warrants caution in US high yield
In a period of falling interest rates, yield is valuable, and high yield therefore remains an attractive asset class. However, with increased interest rate volatility and uncertainty around economic growth, Portfolio Manager Seth Meyer says a cautious approach and a focus on strong company fundamentals are warranted.
Volatility warrants caution in US high yield
In a period of falling interest rates, yield is valuable, and high yield therefore remains an attractive asset class. However, with increased interest rate volatility and uncertainty around economic growth, Portfolio Manager Seth Meyer says a cautious approach and a focus on strong company fundamentals are warranted.
Quick view: Fed turns a page, cuts rates
Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s first rate cut in more than a decade and what it means for investors.
Quick view: “An ounce of prevention”, interest rate cuts signalled by the Fed
Oliver Blackbourn, a Fund Manager on the UK-based Multi-Asset Team, discusses the strong likelihood that the FOMC will deliver a rate cut at their July meeting – and beyond.
Broken curves: are misguided inflation measures leading to policy mistakes?
Once, a useful gauge for inflationary pressures in an economy and used by central banks in setting policy, the Phillips curve has broken — it is flawed for the world that we live in today. John Pattullo, explores the reasons behind the malfunction.
Australia, Canada and Sweden: save the last dance for me
Jenna Barnard, Co-Head of Strategic Fixed Income at Janus Henderson Investors, explains the rationale for positioning around the team’s ‘divergent economies and monetary policies’ core theme.