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Staying active through uncertainty
Portfolio Manager Marc Pinto discusses the importance of staying active to navigate the downturn and position for an eventual recovery.
Fed Addresses Money Market Liquidity
A discussion of the recent actions taken by the U.S. Federal Reserve to improve liquidity in money markets.
The Fed’s Third Emergency Meeting: We Will Buy in “Amounts Needed”
A discussion of today’s actions taken by the Federal Reserve to improve financial market liquidity.
Navigating volatility in fast-evolving markets
As the coronavirus-induced economic dislocation becomes more profound, Nick Maroutsos, Co-Head of Global Bonds, discusses positioning within the Absolute Return Income Strategy.
Balanced strategy: keeping to the process
In this video, Marc Pinto, Portfolio Manager on the Janus Henderson Balanced team, reiterates the flexibility and defensive focus of the strategy, giving a broad overview of recent moves towards higher-quality holdings, and readiness to re-evaluate positioning should market conditions change.
Scarcity of Reliable Growth Demands Greater Focus on Quality in Equities
Jeremiah Buckley discusses how shifts in central bank policy and slowing global growth have altered the equity investing landscape.
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In Charts: The Market Sell-Off in Perspective
Although stocks are suffering extreme volatility, history shows that double-digit gains have followed in the years after the worst trading day of a crisis.
Coronavirus: finding a path through uncertainty
Jeremiah Buckley, Portfolio Manager on the Janus Henderson Balanced team, gives a ‘quick view’ update on the strategy, covering recent central bank measures to support the economy and signs of renewed activity in China, with some factories re-opening and supply chains reconnecting.
European equities: uncharted waters
John Bennett, Director of European Equities, provides a ‘quick view’ update covering the recent market sell-off and portfolio positioning.
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COVID-19: cautiously optimistic on Asian equities from an income perspective
Mike Kerley, Asian income equities portfolio manager, shares his views on the latest developments in Asia and discusses the investment implications from an income point of view.
Viral panic – what is the endgame?
Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the purge of risk appetite across the investment world as the coronavirus spreads, considering the range of potential government measures, and the quiet progress being made on containment.
South Africa: A Cautionary Tale in Emerging Markets
Emerging markets stocks look attractive relative to U.S. peers, but not all countries within this traditionally volatile asset class are created equal.