The world is set for a strong cyclical recovery. Andrew Mulliner, Head of Global Aggregate Strategies, shares his thoughts on the divergence in economic fortunes that are beginning to appear and the likely impact on investment opportunities.
The recent steep rise in yields has unsettled markets but Nick Maroutsos and Andrew Mulliner, Portfolio Managers within the Global Bonds Team, believe the Fed and other central banks are in no mood to abandon their accommodative stance.
Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies, explains why 2021 will likely be a year of recovery, though he cautions that we should keep one eye on inflation and inflation expectations.
In this Q&A, David Elms, Head of Diversified Alternatives at Janus Henderson Investors, gives some insight into the adaptable strategies his team deploy in their efforts to deliver attractive risk adjusted returns for investors, with truly diversified performance drivers.
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.