In this interview, Doug Rao, US equities portfolio manager, discusses the key themes that investors should be aware of in a changing market environment.
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Adrienn Sarandi, Head of ESG Strategy & Development, outlines the commitments that she believes need to be made to deem the COP26 a success in the fight against global warming.
Jenna Barnard and John Pattullo, co-heads of Strategic Fixed Income, dissect the reflation narrative, sharing interesting views that go somewhat against consensus.
Alison Porter, portfolio manager in the UK-based Global Technology Team explains the significance of ESG when it comes to investing in tech stocks and how the team proactively engages and manages their portfolios with this in mind.
For John Pattullo, Co-Head of Strategic Fixed Income, the key question for 2020 is whether the decline in economic growth and inflation is coming to an end and whether we have an economic ‘soft’ or ‘hard’ landing.
Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, share their thoughts on bond markets in the coming year; where they see risks and opportunities and where they look for clues.
Credit markets will get interesting this year but investors need to be patient for opportunities, says John Pattullo, Co-Fund Manager of Henderson Diversified Income
John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.
An unhealthy concoction of factors are creating a classically late-cycle feel in the markets. John Pattullo, Co-Head of Strategic Fixed Income, simplifies the conundrums and shares his views. (This video was recorded on Tuesday 9 October 2018).
The biggest surprise last year was not only the persistent mis-forecasting of bond yields but also the persistent mis-forecasting of inflation. John Pattullo, Co-Head of Strategic Fixed Income, looks at the underlying causes of why a lot of traditional economic models, assumptions and relationships do not seem to hold in this rather dystopian world in which we live.