Global Perspectives

Fixed Income Perspectives

Quarterly insight from our fixed income team to help clients navigate the markets and opportunities ahead.

Market GPS Investment Outlook 2020

What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.

Alternative Perspectives

Quarterly insight from our diversified alternatives team to help clients navigate the markets and opportunities ahead.

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Market Fracture: View from the Multi-Strategy Team
Global Perspectives

Market Fracture: View from the Multi-Strategy Team

Steve Cain, Diversified Alternatives Portfolio Manager, discusses the first three months of 2020, which saw one of the most significant market collapses in history, and his thoughts on what may lie ahead.

South Africa: a cautionary tale in EM

South Africa: a cautionary tale in EM

In this video update, Daniel Graña, Emerging Market Equity Portfolio Manager, believes that not all countries within the asset class should be treated the same and highlights South Africa as a case in point.

COVID-19: understanding the science & investment implications (Part 1)

COVID-19: understanding the science & investment implications (Part 1)

The first of a video series on the scientific and investment implications of the coronavirus pandemic, with Global Life Sciences Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas.

Welcome to the new Fed

Welcome to the new Fed

Global Head of Fixed Income Jim Cielinski and Head of US Fixed Income Greg Wilensky outline why new policy actions make it clear that the US Federal Reserve has entered new territory in its commitment to supporting financial markets.

Managing liquidity within fixed income – your questions answered

Managing liquidity within fixed income – your questions answered

Jim Cielinski, Global Head of Fixed Income, answers some of the common questions we have received about liquidity within fixed income markets and how we have approached trading and portfolio positioning.

COVID-19: outlook for dividends in 2020

COVID-19: outlook for dividends in 2020

Ben Lofthouse, Head of Global Equity Income, and Jane Shoemake, Investment Director, assess the outlook for global dividends given the wide-reaching implications from the COVID-19 pandemic.

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Macro Outlook: Opportunity amid volatility

Paul O’Connor, Head of the UK-based Multi-Asset Team, reviews a momentous first quarter for investment markets worldwide. He discusses the impact of the coronavirus pandemic across asset classes and covers the positive and negative indicators that are guiding his views on market prospects for the remainder of 2020.

Macro Outlook: Opportunity amid volatility

Paul O’Connor, Head of the UK-based Multi-Asset Team, reviews a momentous first quarter for investment markets worldwide. He discusses the impact of the coronavirus pandemic across asset classes and covers the positive and negative indicators that are guiding his views on market prospects for the remainder of 2020.

ISG Insight: Too far, too fast – Is it time to add credit?

ISG Insight: Too far, too fast – Is it time to add credit?

At its recent meeting in March the Investment Strategy Group (ISG) discussed the sell-off in asset markets and the implications for credit.

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Global Sustainable Equity: weathering the storm

Global Sustainable Equity: weathering the storm

Hamish Chamberlayne, Portfolio Manager on the Global Sustainable Equity strategy, discusses the current coronavirus-related market uncertainty and how a sustainable approach can help to weather the storm.

The coronavirus is reshaping the landscape and the adoption of technology

The coronavirus is reshaping the landscape and the adoption of technology

Denny Fish, portfolio manager in the Global Technology & Innovation Team, discusses how the team is navigating the coronavirus pandemic and why this period may have long-lasting positive implications for the sector.

COVID-19: Research beyond the headlines

COVID-19: Research beyond the headlines

Carmel Wellso, Director of Research, examines the implications of the COVID-19 pandemic on financial markets and discusses what Janus Henderson’s team of analysts from around the world are evaluating, including long-term behavioural changes.