Nick Maroutsos, Co-Head of Global Bonds, explains why – despite the Federal Reserve’s history of dovishness – higher interest rates are likely to stay in the US. He suggests bond investors need to react accordingly, potentially looking globally for the most attractive risk-adjusted income opportunities.
When the Trump administration introduced a ‘blueprint’ to lower drug prices in May, the pharmaceutical industry breathed a sigh of relief. Andy Acker and Ethan Lovell, Portfolio Managers of the Global Life Sciences strategy, discuss.
In this video, the Co-Heads of Strategic Fixed Income, John Pattullo and Jenna Barnard, share their assessment of the impact of rising inflation expectations in developed markets and whether higher inflation will take root.
This video provides an introduction to the actively managed US equity and fixed income strategy run by equity specialists Maco Pinto and Jeremiah Buckley, and fixed income experts Darrell Watters and Mayul Saigal.
Ahead of the release of US inflation data tomorrow, Co-Head of Strategic Fixed Income, Jenna Barnard, discusses the markets’ fixation on a regime shift in inflation and the resulting impact on government bonds. The Strategic Fixed Income Team, however, see a different scenario playing out in the long term.
In this ‘Essentials’ video, Co-Heads of the Strategic Fixed Income at Janus Henderson Investors, John Pattullo and Jenna Barnard, provide an overview of the team’s philosophy and approach to investments, while outlining the factors that differentiate their style from peers.