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.
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.
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.
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.
Charlotte Nisbet, Analyst on the Governance and Responsible Investment Team and member of the Janus Henderson Mental Health Group, discusses the importance of mental health and wellbeing from an investment and employer perspective.
In this Q&A, Junichi Inoue, Head of Japanese Equities and portfolio manager for the Japanese Opportunities Strategy, discusses the impact of Abenomics and the possibility of its continuation, as well as the implications of COVID on Japanese stocks.
In this video, Denny Fish, portfolio manager for the Global Technology & Innovation Strategy, shares his thoughts on how COVID has impacted technology and the key considerations as an investor in the sector.