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COVID-19: analysing approaches to mental health
Charlotte Nisbet, Analyst on the Governance and Responsible Investment Team and member of the Janus Henderson Mental Health Group, discusses the importance of mental health and wellbeing from an investment and employer perspective.
Global Perspectives Podcast – Technology: Valuations, Tech Wars, Regulation and Sustainability
In this episode, Adam Hetts talks to Alison Porter and Richard Clode from the Global Technology Leaders Team. The focus is on the main topics impacting the tech sector today, including the acceleration in tech trends, rising valuations, the US-China tech war, regulation, the US presidential election, as well as their approach to ESG factors and how they manage concentration risk in portfolios.
Fundamentals before politics: the outlook for stocks and bonds through the US presidential election
Portfolio managers Jeremiah Buckley and Mike Keough discuss long-term fundamental factors that may prove to be more important than short-term uncertainty caused by the upcoming election.
US Affordable Care Act: “Reports of my death are greatly exaggerated”
With the U.S. Supreme Court set to hear arguments about the constitutionality of the Affordable Care Act (ACA) on 10 November, the death of Justice Ruth Bader Ginsburg has raised doubts about the law’s future and led stocks of hospitals and insurance providers to sell off. But Portfolio Manager Andy Acker and Research Analyst Rich Carney say the reaction may be overdone.
Will the hump in defaults be a hill or a mountain?
Seth Meyer, Corporate Credit Portfolio Manager, and Esther Watt, Client Portfolio Manager, explore the default outlook for high yield bonds and the risks and opportunities this presents.
Strategic Fixed Income: the predictable Japanification of US corporates
Jenna Barnard, Co-Head of Strategic Fixed Income, discusses how the suppression of volatility in interest rates by major central banks has spread the Japanification phenomenon to the US.
The Fed’s new policy, inflation and its implications for U.S. bonds
Greg Wilensky and Michael Keough discuss their outlook for U.S. inflation after the U.S. Federal Reserve’s policy change, and its impact on U.S. bond markets.
A letter to the Fed from a concerned friend
Head of Global Bonds Nick Maroutsos expresses concern that monetary policy focused on financial markets will do little to ignite the growth needed for the economy to recover from recent weakness.
US election: interpreting market moves since President Trump’s positive COVID-19 diagnosis
Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the latest market movements as news of President Trump’s COVID-19 diagnosis adds to the chances of a Democratic clean sweep in the US election.
Rising political risk fuels uncertainty
Head of US Fixed Income, Greg Wilensky, cautions that uncertainty is likely to remain elevated as we approach 3 November 2020, and thus it may be prudent to remain diversified and keep risk levels close to long-term targets.
Is it time for the European Renaissance?
John Bennett, Director of European Equities, explains the potential turning point in markets that could propel European equities to compete with the long-running and seemingly invincible US bull market.
Is now the time for defensive value?
Portfolio Manager Justin Tugman discusses factors that may point to a leadership change from growth to value stocks. He also explores the potential a defensive-value based approach offers investors concerned with ongoing market volatility and lofty stock valuations.