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Evaluating stocks as growth continues to grow
Evaluating growth stocks in the face of concentrated market leadership.
Sustainable design in consumer products
Charlotte Nisbet, Governance and Responsible Investment Analyst, explores the importance of sustainable design in consumer products.
A mostly benign outlook for U.S. inflation
Assessing the risks of inflation against a backdrop of economic recovery and fiscal and monetary stimulus.
COVID-19 vaccine beats expectations
How a novel vaccine candidate from Pfizer and BioNTech could shape the trajectory of the global pandemic.
Global Perspectives: Making sense of the U.S. election
A panel discussion exploring the market implications of the 2020 U.S. election, recorded on Nov. 5 as votes continued to come through.
A potential turning point in the battle against COVID-19
Delivering better-than-expected trial data, a vaccine candidate from Pfizer and BioNTech could mark the beginning of the end of the pandemic and boost confidence in an economic recovery, now underway.
Options market warms to divided government
The options market signals that riskier assets may find a supportive environment in an era of split government and policy moderation.
Making sense of the 2020 US election
Our panel of investment professionals discuss what the result could mean for financial markets and investors.
US election reflections – celebrating gridlock
In a tightly contested US election, where the issue of postal votes could decide the victor, what does this mean for financial markets? Paul O’Connor, Head of the UK-based Multi-Asset Team, looks ahead to potential policy paths and the dwindling prospects of a Biden fiscal bonanza.
Fast food stays healthy
While the current recession has severely impacted restaurants in the US, the ‘fast food’ sector has navigated the challenging environment relatively well. The Janus Henderson securitised products and corporate credit teams discuss the reasons why, and the opportunities for bond investors.
Analysing the outlook for global dividends
In this video Ben Lofthouse, Head of Global Equity Income, provides an update on some of the dividend trends that his team are seeing within the world of equity income and what they are doing to react to the COVID-19 pandemic.
2020 US election: first take
Why the removal of election uncertainty could support markets – regardless of the outcome.