Kareena Moledina is Lead – Fixed Income Client Portfolio Management (EMEA) / Fixed Income ESG at Janus Henderson Investors.
2021 Institutional Client Strategy Perspectives: Known Unknowns
Perspective on some of the major “known unknowns” confronting institutional investors as we step into 2021.
Valuing high yield’s improving credit quality
Assessing the impact of rising credit quality on high yield spreads.
Valuing High Yield’s Improving Credit Quality
Assessing the impact of rising credit quality on high yield spreads.
Biden’s Stimulus Plan: No Free Lunch
Considering the implications of President Biden’s planned $1.9 trillion fiscal stimulus for the U.S. economy, monetary policy and the markets.
The Bankers Investment Trust – Fund Manager AGM presentation
Watch Alex Crooke, Fund Manager of The Bankers Investment Trust, present on the Trusts’ performance over the last financial year and his outlook for the coming months.
Monetary deficit finance and medium-term inflation
Government reliance on banking systems to finance unprecedented peacetime deficits is laying the foundation for a lasting inflation pick-up, argues Simon Ward, Economic Adviser.
No free lunch
Paul O’Connor, Head of the UK-based Multi Asset Team, responds to the planned US$1.9 trillion fiscal stimulus from US President Biden’s new government, considering the implications for the US economy, monetary policy and the markets.
No free lunch
Paul O’Connor, Head of the UK-based Multi Asset Team, responds to the planned $1.9 trillion fiscal stimulus from US President Biden’s new government, considering the implications for the US economy, monetary policy and the markets.
Diversified alternatives — evolution and adaptation in changing markets
In this Q&A, David Elms, Head of Diversified Alternatives at Janus Henderson Investors, gives some insight into the adaptable strategies his team deploy in their efforts to deliver attractive risk adjusted returns for investors, with truly diversified performance drivers.