Is there a statistical relationship between fund flows and market price moves?
Do fund flows affect market prices?
Bond markets: The reversal of cheap money was always going to be bumpy
Jay Sivapalan, Head of Australian Fixed Interest, discusses the recent financial crises across SVB and Credit Suisse.
EM debt outlook
2022 hurt fixed income investors, with soaring yields and falling prices. What might be ahead for investors in 2023?
Investment opportunities from late-cycle shocks and surprises?
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers recent uncertainty in the US and European banking sectors in the context of a broader late-cycle environment.
Investment opportunities from late-cycle shocks and surprises?
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers recent uncertainty in the US and European banking sectors in the context of a broader late-cycle environment.
Use the MINDSPACE framework to better understand investor behavior
How advisors can use the MINDSPACE framework – and findings from JHI’s Retirement Confidence Report – to guide client conversations.
JH Explorer in Egypt: The IMF is back in town
Back in the International Monetary Fund’s embrace, Egypt has no option but to advance structural reforms if it wants to avoid liquidity strains morphing into solvency concerns.
The European Smaller Companies Trust: Half-year results
Ollie Beckett, Portfolio Manager of The European Smaller Companies Trust discusses the half-year results, including the key drivers of performance, changes made to the portfolio and investing in sustainable companies. Ollie also provides his outlook for European smaller companies.
Henderson Opportunities Trust plc
In the Henderson Opportunities Trust plc AGM presentation, Portfolio Manager James Henderson, and Assistant Client Portfolio Manager Olivia Vernall, discuss performance over the last financial year, how the portfolio has been navigating a tricky market environment, and highlight some of the key themes playing out in the portfolio.
Bonds are back: Finding an optimal allocation for ongoing Fed, inflation, and growth risks
The tremendous pain felt in fixed income in 2022 could leave bonds positioned for potential gains in 2023.