LATEST INSIGHTS
Investing in Diversity: analysing the investment risks and opportunities
Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective.
Evaluating stocks as growth continues to grow
Portfolio Manager Doug Rao discusses the phenomenon of concentrated market leadership and what that means for long-term investors.
ISG Insight: a mostly benign outlook for US inflation
The stabilisation of US economic growth amid unprecedented fiscal and monetary stimulus has raised questions about the likelihood of inflation returning. Jim Cielinski, Global Head of Fixed Income, and Andrew Mulliner, Head of Global Aggregate Strategies, both members of the Fixed Income Investment Strategy Group (ISG)*, explain why they do not see significant risks of sustained higher inflation materialising in the next few years, though caution that short-term spikes are possible and investors should evaluate the diversity that their fixed income portfolios provide.
Sustainable design in consumer products
Charlotte Nisbet, Governance and Responsible Investment Analyst, explores the importance of sustainable design in consumer products.
COVID-19 vaccine beats expectations
How a novel vaccine candidate from Pfizer and BioNTech could shape the trajectory of the global pandemic.
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.
Making sense of the 2020 US election
Our panel of investment professionals discuss what the result could mean for financial markets and investors.
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.
Is there a solvency crisis looming in credit markets?
Jenna Barnard, Co-Head of Strategic Fixed Income, and Nick Ware, Portfolio Manager, counter the bear argument that credit is set to face a solvency crisis by explaining that liquidity is solvency.
Low rates versus US election: what matters for fixed income?
Jim Cielinski, Global Head of Fixed Income, believes central bank policy is likely to be the dominant influence on fixed income markets, regardless of who wins the US election.