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Making sense of equities in 2020
George Maris, Co-Head of Equities – Americas, recaps equity market volatility in 2020 and what investors should consider as the outlook for the global economy remains unclear.
Taking higher-quality risk in core plus bond portfolios
Greg Wilensky, Head of U.S. Fixed Income, discusses the importance of identifying and diversifying risk factors in bond portfolios.
Global equities: a focus on high quality, resilient businesses
Given the COVID-19 pandemic, Portfolio Manager Gordon Mackay provides an update on the Global Equity Strategy, which seeks to invest in a portfolio of high quality, growing companies that have the resilience to weather unforeseen events.
Oil crisis sparks market consolidation
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for equities and other risk assets, as negative oil prices put the brakes on the recent v-shaped market recovery.
European equities: stick to the knitting
In this video, John Bennett, Director of European Equities, discusses what he believes are the important factors to focus on in times of market turmoil and highlights the importance of ‘sticking to the knitting’.
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.
Equity market neutral: Never underestimate a tortoise
In this article, Steve Johnstone, manager of the Janus Henderson Global Equity Market Neutral strategy, presents the case for why investors should consider an investment vehicle targeting positive absolute returns and low volatility, whatever the market backdrop.
Federal Reserve forcefully reenters markets
Co-Head of Global Bonds Nick Maroutsos discusses the US Federal Reserve’s recent efforts to ease financial conditions and why he believes uncertainty will continue to be a headwind for markets.
US Fed’s emergency rate cut not a cure for volatility
The US Federal Reserve’s surprise rate cut reflects the increasing uncertainty the US economy and investors currently face. Jim Cielinski, Global Head of Fixed Income, provides his views on what the highly unusual move means for markets and why he believes investors should remain cautious.
Coronavirus uncertainty likely to force Fed’s hand
Co-Head of Global Bonds Nick Maroutsos explains why markets reacted as they did in the face of the spreading coronavirus and why the US Federal Reserve (Fed) will ultimately have to cut rates to account for the outbreak’s economic impact.
Markets fear a global coronavirus pandemic
Paul O’Connor, Head of the UK Multi-Asset Team, considers the potential impact on global economic growth as concerns grow about the spread of the COVID-19 coronavirus beyond China.
Expected drawdowns – How much money should I lose?
Can historical and simulated data provide some guidance to what scale of asset price swings investors could expect over time? In this article Portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, address the value of drawdown probabilities in helping to calibrate our expectations of price moves.