LATEST INSIGHTS
Fed Watch: despite high marks, Fed still has issues to resolve
Co-Head of Global Bonds Nick Maroutsos gives the US Federal Reserve high marks for ensuring properly functioning financial markets but believes that work still needs to be done to support households and small businesses most vulnerable to the economic disruptions caused by the COVID-19 pandemic.
Oil crisis sparks market consolidation
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for equities and other risk assets, as negative oil prices put the brakes on the recent V-shaped market recovery.
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.
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.
Coronavirus update from the Strategic Fixed Income Team
The spread of the coronavirus across the globe and the oil price war have served to highlight the fragility of the global markets and rattled investors. As concerns for the global supply chains and the health of economies grow, Jenna Barnard, Co-Head of the Strategic Fixed Income Team, shares her views, explaining the steps taken in the team’s portfolios that seek to mitigate the risks.
From complacency to panic: Coronavirus and oil
Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the recent market shock as oil prices tumble and the Coronavirus continues to impact countries globally.
US Fed’s emergency rate cut not a cure for volatility
The US Federal Reserve’s surprise rate cut reflects the increasing uncertainty the US economy and investors currently face. Jim Cielinski, Global Head of Fixed Income, provides his views on what the highly unusual move means for markets and why he believes investors should remain cautious.
Recent fallen angels — a spectre of BBB downgrades to come?
Tom Ross, corporate credit portfolio manager, shares his views on fears of a surge in fallen angel bonds in 2020.
Reflecting on coronavirus’ impact on bond markets
Co-Head of Global Credit Research and Portfolio Manager, John Lloyd, discusses the large moves yesterday (Monday 24 February, when the video was recorded) in many fixed income markets due to heightened coronavirus concerns and outlines the benefit of active management amid the volatility.
Quick view: UK election signals inflows and takeovers
In this video, Laura Foll, UK equities portfolio manager, outlines the initial reaction of markets to the clear Conservative majority in the UK election. She also looks at the two key longer-term implications for investors in the UK equity market.
UK election reaction: continuity and change
Paul O’Connor, Head of the UK Multi-Asset Team, gives his reaction to the UK election result and what it means for the Brexit process.