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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.
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.
Equity markets price in uncontested election
U.S. stocks have climbed in recent weeks on optimism that the U.S. election will have a clear outcome on (or shortly after) Nov. 3.
The end of an era: emerging markets prepare for a post-globalisation world
Portfolio Manager Daniel Graña explains that in light of the retreat from further global economic integration, reformist policies and value-added services are likely to become future drivers of emerging market growth and investment returns.
Three stages of absolute return investing in 2020
Portfolio Manager Luke Newman considers how the market for absolute return has changed in response to the spread of COVID-19, outlining his reasons to position for an economic recovery, while still focusing on capital preservation.
Global Perspectives: Demystifying sustainable investing
While there are many approaches to sustainable investing, the key common denominator is profit, people and planet.
Will the hump in defaults be a hill or a mountain?
Seth Meyer, Corporate Credit Portfolio Manager, and Esther Watt, Client Portfolio Manager, explore the default outlook for high yield bonds and the risks and opportunities this presents.
Strategic Fixed Income: the predictable Japanification of US corporates
Jenna Barnard, Co-Head of Strategic Fixed Income, discusses how the suppression of volatility in interest rates by major central banks has spread the Japanification phenomenon to the US.