Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies, explains why 2021 will likely be a year of recovery, though he cautions that we should keep one eye on inflation and inflation expectations.
2021 — in a word: recovery
2021 — in a word: recovery
Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies, explains why 2021 will likely be a year of recovery, though he cautions that we should keep one eye on inflation and inflation expectations.
Fund Manager December Commentary – Henderson EuroTrust
Jamie Ross, Fund Manager for Henderson EuroTrust, delivers his monthly commentary on how the Trust performed in December, portfolio activity and his thoughts on wider economic and political developments.
A blue wave or a blue swell?
With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.
Multi-Asset Outlook 2021: All Change
News of game-changing vaccines in late 2020 heralded a dramatic shift in expectations for markets and the economy in 2021. Paul O’Connor considers the rationale behind this optimism.
Greg Clarke
Greg Clarke is Director, Institutional Solutions at Janus Henderson Investors, a position he has held since in 2021. In this role, he acts as a liaison, bridging the institutional business, marketing and investments divisions at the firm. He also delivers investment research and solutions. Prior to joining the firm, Greg was a consultant with TAL
Market Overview: Collateralized Loan Obligations (CLOs) – Remove from site
Plan Talk: Best of 2020
2020’s final episode of Plan Talk highlights notable updates, trends and legal cases in the defined contribution space from the past year.
A “monetarist” perspective on current equity markets – January 2021
Monetary indicators suggest an increase in market volatility in early 2021 and a sustained inflation rise into 2022, argues Simon Ward, Economic Adviser.
A blue wave or a blue swell?
With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.