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Taking cues from a “methodical” Fed
With valuations high and the global economy reopening, fixed income portfolio managers Dan Siluk and Jason England argue that investors should take a methodical approach in assessing what is next for the bond market.
The key to property
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, explains that a recovery in the economy should over time be positive for good-quality, well-located UK commercial property, but sustainability, selectivity, and diversification will be key.
Tech + football = a winning partnership
Portfolio managers Alison Porter, Graeme Clark and Richard Clode delve into how technology is transforming every aspect of football.
Global Perspectives Podcast – Come on down: is inflation priced right?
Join Adam Hetts as he speaks to Jim Cielinski, Global Head of Fixed Income, about the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
How is China facing up to changing demographics?
Portfolio manager May Ling Wee discusses China’s challenges and responses to an ageing population and what this means for investors.
The affordable care act lives on
The Supreme Court’s decision to uphold the legislation may finally bring an end to challenges to the law and further expand health care in the US
Market and economy are giving Fed what it wants
Greg Wilensky and Jason England explain that even with an update to its interest rate projections that is perhaps overdue, the Fed can afford to be patient.
Forecasts can fall short; humility and diversity are key
While forecasting interest rates is difficult, humility, diversity and careful portfolio construction may help improve risk-adjusted returns.
Opportunities and risks in a multi-speed recovery
Global Bonds Portfolio Managers Dan Siluk and Jason England explain how an asynchronous global recovery should lead to dislocations and opportunities in fixed income markets.
Credit market’s brave new world
Can corporate bond markets sustain their improved trajectory as support measures are lifted?
Dystopia 2.0? Assessing the post-COVID landscape
COVID-19 propelled the pace of structural change around the globe. What will the world look like going forward?
Location, location, location: considerations for a ‘listed’ approach to commercial real estate
Investing in listed companies is an increasingly popular route to gaining exposure to commercial real estate. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl explore the key considerations.