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Unconventional Monetary Policy in Australia: Not If, but When
Dan Siluk explains why a slowing economy and limited ability to lower interest rates may force the RBA to resort to unconventional monetary policy.
Markets fear a global coronavirus pandemic
Paul O’Connor, Head of the UK Multi-Asset Team, considers the potential impact on global economic growth as concerns grow about the spread of the COVID-19 coronavirus beyond China.
Global prospects 2020: a game of two halves
Andrew Mulliner, Portfolio Manager within Global bonds, believes that 2020 will prove to be a year of two halves with a rosier outlook likely later in the year. He cautions, however, that attractive opportunities might be harder to come by given downside risks such as a re-escalation of trade wars and uncertainty from the US elections.
High stock valuations demand a focus on quality in 2020
Late in the market cycle, Greg Kolb, Chief Investment Officer for Perkins Investment Management (a subsidiary of Janus Henderson), shares why he thinks investors would do well to focus on high-quality value or cyclical stocks, particularly outside the US.
Multi-asset 2020 outlook: Climbing the wall of worry
Paul O’Connor, Head of the UK Multi-Asset Team, considers whether or not markets can continue to defy gravity in 2020, as we move into a post-stimulus era.
Diversified Alternatives 2020 outlook: Out of the Goldilocks zone?
Will 2019 be considered the last hurrah? Could 2020 mark the beginning of a new era of volatility for global markets? David Elms, Head of Diversified Alternatives, gives some insight into where he sees the most attractive areas of opportunity, and what this might mean for investors.
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What is ESG and why do we care?
The Corporate Credit Team at Janus Henderson Investors explain why integrating environmental, social and governance (ESG) factors into their decision making is integral to their investment approach.
Solving a hard problem with a simple model
In this article, portfolio manager Aneet Chachra considers the potential benefits of a simple tactical allocation model based on trailing relative returns when looking at US vs emerging markets, and the importance of moving quickly when making investment decisions.
Secured Credit Insight: definitely a time for being active
Elissa Johnson, Portfolio Manager and secured loans specialist within the Secured Credit Team examines the level of dispersion in leveraged credit markets and questions whether average market spread levels are becoming increasingly meaningless.
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The role of bonds in a negative rate world
Despite the ultra-low interest rate environment, Jim Cielinski, Global Head of Fixed Income, discusses bond’s role as a diversifier in a broad portfolio.
Energy: A Sector in Transition
The energy sector as a whole has been the weakest-performing global high-yield sector. Our corporate credit team delves into the challenges facing high-yield energy issuers today.
Low yield is not no yield: Opportunities in structured credit
Our structured credit team highlights attractive aspects of the securitized market, including relatively short durations, high-quality credit ratings and attractive yields