Tom Ross, within the Global Corporate Credit Team, looks at whether the trajectory of credit fundamentals supports the strength in high yield bond markets.
The turn: High yield on the road to deleveraging
The Great Transition: demographic change in China
Jennifer James and Ales Koutny, emerging market specialists within the Global Bonds Team, interpret the data in China’s latest census, highlighting pressing economic and societal issues that will need to be addressed.
The Turn: High Yield on the Road to Deleveraging
Does the trajectory of credit fundamentals support the strength in high yield bond markets?
The turn: high yield on the road to deleveraging
Tom Ross, within the Global Corporate Credit Team, looks at whether the trajectory of credit fundamentals supports the strength in high yield bond markets.
Why copper prices are at all-time highs
Tal Lomnitzer, Senior Investment Manager in the Global Natural Resources team at Janus Henderson explains why copper has been hitting all-time highs and discusses its implications and outlook.
Smartphones on wheels
There are parallels to be drawn between the growth and evolution of electric vehicles and smartphones, with attractive opportunities for savvy investors, according to Alison Porter, Graeme Clark and Richard Clode.
UK inflation forecast update: still on track for 3%+
CPI inflation is likely to overshoot the Bank of England’s (raised) forecast for Q4 2021, reflecting stronger food prices, a larger-than-expected VAT normalisation effect and rising core pressure stemming from monetary excess, argues Simon Ward, Economic Adviser.
The Importance of Authenticity
How financial professionals can establish rapport and trust with clients by conveying authenticity.
The turn: high yield on the road to deleveraging
Tom Ross, within the Global Corporate Credit Team, looks at whether the trajectory of credit fundamentals supports the strength in high yield bond markets.
Vaccines prove their worth for global health care
More than a year after we began our video series covering biopharma’s response to COVID-19, Portfolio Manager and Research Analyst Dan Lyons discusses how vaccines are offering a path out of the pandemic and the potential impact to health care long term.