Co-Head of Global Credit Research and Portfolio Manager, John Lloyd, discusses the large moves yesterday (Monday 24 February, when the video was recorded) in many fixed income markets due to heightened coronavirus concerns and outlines the benefit of active management amid the volatility.
How will the 2020 US presidential election impact bond markets? Co-Head of Global Credit Research and Portfolio Manager on the Multi-Sector Income Strategy, John Lloyd, anticipates more risk should a left-leaning candidate win the Democratic nomination, with increased volatility possible in sectors such as banking, health care, energy and technology.
In this video, Multi-Sector Income portfolio managers John Lloyd and Seth Meyer, discuss why credit ratings may not be an accurate reflection of risk and could obscure opportunities for active managers to capitalise on.
With Europe characterised by negative rates and subdued bond yields, Nick Maroutsos, Co-Head of Global Bonds, explains how the team seek to meet the objectives of an absolute return fixed income portfolio.
In this video, Tom Ross, corporate credit portfolio manager, discusses the global high yield market, exploring the near term outlook, whether defaults might pick up and where they are seeing the best opportunities.
With the yields on short-dated investments very low or negative in Europe, managers of the Janus Henderson Absolute Return Income strategy explain how moving along the risk spectrum into an actively-managed, low volatility fixed income strategy could be a potential solution for investors seeking to make their defensive assets work harder over the medium term.