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Avoiding a retest
In this video Tom Ross, corporate credit portfolio manager at Janus Henderson Investors explains why he believes the credit spread wides of March for high yield bonds are unlikely to be retested.
Whatever happened to Goldilocks?
David Elms, Head of Diversified Alternatives, and Steve Cain, Portfolio Manager, give a mid-year update of their market outlook, considering the impact of the COVID-19 crisis on investment markets, and outlining the potential risks and opportunities they see for alternative strategies for the remainder of 2020.
Keep the seatbelts fastened
Paul O’Connor, Head of the UK-based Multi-Asset Team, gauges the potential for a sustained cross-asset recovery as the world adapts to a new paradigm, one where COVID-19 remains a persistent risk factor for investors.
Investors need to think again about the role of government bonds
Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, considers the impact of monetary policy stimulus on government bond yields worldwide, and discusses what this may mean for investors looking to maintain risk and diversification in their portfolios.
The shape of credit
Portfolio managers on the Absolute Return Income Strategy look at the factors shaping credit markets from central bank support to potential resilience from financials.
Adapting to a changing investment world
Seven key considerations following recent Covid-19 regulatory guidance On 15 January 2020, China and the US signed a breakthrough “Phase One” deal to halt their long-running trade war and ease one of the largest geopolitical risks facing global financial markets. At that point most asset classes looked set to continue to rise until … well,
Fed Watch: despite high marks, Fed still has issues to resolve
Co-Head of Global Bonds Nick Maroutsos gives the US Federal Reserve high marks for ensuring properly functioning financial markets but believes that work still needs to be done to support households and small businesses most vulnerable to the economic disruptions caused by the COVID-19 pandemic.
The big rotation
Paul O’Connor, Head of the UK-based Multi-Asset Team, gives his thoughts on the dramatic gains across markets over the past few weeks, and considers the factors he believes need to be in place to sustain the ‘V’-shaped rally.
Accelerating and emerging trends within U.S. equities
Portfolio Managers Marc Pinto and Jeremiah Buckley discuss accelerating and emerging secular themes amid the COVID-19 crisis and which companies stand to benefit.
Investing in health care post COVID-19
Health care’s aggressive efforts to address COVID-19 could have a positive impact on the sector long term, says Portfolio Manager Andy Acker.
Emerging Markets: ‘a rising tide will not lift all boats’
Daniel Graña argues that a large disparity is likely between the success stories of certain emerging market countries and the failures of others.
Sustainability and digitalisation: speeding the transition to a low carbon world
Hamish Chamberlayne, Head of SRI, explores the advancements made in the digital space and how this is closely linked with a sustainable future.