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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.
So… what about inflation?
John Pattullo, Co-Head of Strategic Fixed Income, shares his views on the most frequently asked question by clients these days: “what about inflation?”
Breaking the link: GDP declines and default rates
Jenna Barnard and Nicholas Ware, Portfolio Managers in the Strategic Fixed Income Team, muse over how low corporate default rates may prove to be despite the pandemic-induced economic shock.
Podcast: Understanding the science and investment implications of COVID-19 (part 7)
In our ongoing series on COVID-19, Portfolio Manager and Research Analyst Dan Lyons and Director of Research Matt Peron discuss the current state of the pandemic and what investors should consider as the economy tries to return to “normal.”
China: a steady early recovery but a moderation expected
In this Q&A, May Ling Wee from the China Equities Team, comments on the key issues impacting China’s recovery post COVID-19 and stock market performance year-to-date.
Where the ESG rubber meets the road
Tal Lomnitzer, portfolio manager in the Global Natural Resources Team, discusses why ESG reporting is necessary and that culture is crucial and not to be neglected.
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.
Making sense of equities in 2020
George Maris, Co-Head of Equities – Americas, recaps equity market volatility in 2020 and what investors should consider as the outlook for the global economy remains unclear.
How do opportunities within Asian equities change post COVID-19?
Andrew Gillan explores the impact of the pandemic on Asian equities and explains why structural growth stories remain intact.