CAPABILITIES
Latest Insights
Tell Tail Signs: November 2019 – Don’t bet on recession or disinflation
​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.
Investors possibly ill-positioned for continued market rotation
Investors may not be sufficiently considering the prospects of a steadying US economy and a potential rise in inflation.
Secured Credit Insight: mortgage prisoners given an escape?
Ian Bettney, Portfolio Manager within the Secured Credit Team, examines the recent changes to the laws governing the UK mortgage market and, their impact on the performance of some pre-crisis UK non-conforming residential mortgage-backed securities (RMBS).