The options market signals that riskier assets may find a supportive environment in an era of split government and policy moderation.
Options market warms to divided government
Investing in the recovery
Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson Investors, explains how the team are positioning for the economic recovery and how Biden’s win and promising COVID-19 vaccine developments are presenting new opportunities.
Are the major banks immune to COVID?
Dinesh Kuhadas, Credit Analyst in the Janus Henderson Australian Fixed Interest Team, highlights how the provisions put in place in the wake of the GFC, along with an unprecedented response from policy makers has built a resilient banking sector in Australia.
Fund Manager October/November Commentary – Henderson Alternative Strategies Trust
Alex Barr, Co-Fund Manager for Henderson Alternative Strategies Trust, delivers his monthly commentary on how the Trust performed in October, portfolio activity and his thoughts on wider economic and political developments.
Sustainable design in consumer products
Charlotte Nisbet, Governance and Responsible Investment Analyst, explores the importance of sustainable design in consumer products.
Evaluating stocks as growth continues to grow
Portfolio Manager Doug Rao discusses the phenomenon of concentrated market leadership and what that means for long-term investors.
Plan Talk: Assessing Fixed Income Options in Retirement Plan Lineups
The latest episode of Plan Talk focuses on the lack of adequate fixed income options in many retirement plan lineups.
Evaluating stocks as growth continues to grow
Evaluating growth stocks in the face of concentrated market leadership.
ISG Insight: a mostly benign outlook for US inflation
The stabilisation of US economic growth amid unprecedented fiscal and monetary stimulus has raised questions about the likelihood of inflation returning. Jim Cielinski, Global Head of Fixed Income, and Andrew Mulliner, Global Bonds Portfolio Manager, both members of the Fixed Income Investment Strategy Group (ISG)*, explain why they do not see significant risks of sustained higher inflation materialising in the next few years, though caution that short-term spikes are possible and investors should evaluate the diversity that their fixed income portfolios provide.
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.