In the first in the series, Adam Hetts talks to Co-Heads of Strategic Fixed Income Jenna Barnard and John Pattullo. In a candid conversation, the trio cover global credit, inflationary threats, the impact of COVID, fool’s yield and false summits, among other topics.
In this video Mike Kerley, Asian income equities portfolio manager, provides a review of Asia Pacific ex Japan markets, discusses favoured and avoided markets and the reasons why he expects the region’s dividends to prove resilient.
Nicholas Ware, Portfolio Manager in the Strategic Fixed Income Team, explains why he believes the second half of 2020 will see lower net issuance in corporate bond markets following the dizzying volume of new bond issues in the first half.
Simon Hillenbrand, Head of UK Retail, and Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, answer questions relating to the dealing suspension of the PAIF, along with its feeder fund, and the outlook for the asset class.
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss how ‘big tech’ companies are helping communities and governments through the pandemic and the implications this may have on the regulation of the technology sector.
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.”