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With the rise of e-commerce, physical spaces like shopping malls are losing relevance, putting pressure on the retail real estate sector.
The energy sector as a whole has been the weakest-performing global high-yield sector. Our corporate credit team delves into the challenges facing high-yield energy issuers today.
John Pattullo, Co-Head of Strategic Fixed Income, explores the phenomenon of negative -yielding bonds; how they came about, why anyone might buy them and whether they are here to stay.
Our senior global bond portfolio managers respond to common investor questions on the global economic outlook.
Jeremiah Buckley, Co-Manager of the Janus Henderson Balanced Fund, and Doug Rao, Co-Manager of the Janus Henderson US Forty Fund, discuss what the next phase of technological disruption may look like, and some of the potential investment implications.
Amid a raft of costly proposals to overhaul U.S. health care, companies are hustling to find efficiencies and improve patient outcomes.
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In this round-table discussion, Nick Maroutsos, Dan Siluk and Jason England, portfolio managers on the Absolute Return Income strategy, talk candidly about matters affecting markets and how these are influencing their investment decisions.
Biotechnology stocks have been suffering a decline for some months. But while the sector faces some challenges, attractive valuations and a rapid pace of medical innovation could become difficult for investors to ignore, says Portfolio Manager Andy Acker.
In this video recorded with e-fundresearch.com, Guy Barnard, Co-Head of Global Property Equities, provides an update on the asset class, discusses where his team believes the most attractive investment opportunities lie and shares his current outlook for property equities.
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A pause after October’s rate cut in the US may make sense in the short term, but greater accommodation may be necessary over the long haul.
In this video update, Tom Ross, corporate credit portfolio manager, looks at conditions in the high yield bond market, exploring how technical conditions, dispersion among credits and blurred lines in valuations are creating opportunities.
Jeremiah Buckley discusses how shifts in central bank policy and slowing global growth have altered the equity investing landscape.
