Ashwin Alankar sounds the alarm that policy makers are underestimating the risk posed by weakness in the world’s reserve currency as a strong dollar is necessary to fund the persistent debt that fuels US consumption.
A V-shaped recovery in global industrial output is almost complete but has yet to be reflected in earnings estimates, argues Simon Ward, Economic Adviser.
Jessica Shill is a Portfolio Manager on the Securitised Credit Team at Janus Henderson Investors. Additionally, she is a Securitised Products Analyst with a focus on CLOs.
Esther Watt is a Client Portfolio Manager for fixed income strategies at Janus Henderson Investors, a position she has held since 2020. Before joining the firm, she was a portfolio manager in global convertible bonds and multi-asset funds with RWC Partners from 2009 to 2018. Earlier, she was a global fixed income product specialist with
The UK recovery is rapidly losing momentum says Paul O’Connor, Head of Multi-Asset at Janus Henderson Investors Despite the temporary boost from the Chancellor’s “eat out to help out” programme, August GDP data show that the UK’s economic recovery was already slowing at the end of the summer. GDP grew by 2.1%, compared to a
Portfolio managers Jeremiah Buckley and Mike Keough discuss long-term fundamental factors that may prove to be more important than short-term uncertainty caused by the upcoming election.
Companies that can adapt their business models to address rising demand for sustainable products may succeed in the long run.
Laura Foll, Co-Fund Manager for Lowland Investment Company, delivers her monthly commentary on how the Trust performed in September, portfolio activity and her thoughts on wider economic and political developments.
What visibility is there for investors right now? Paul O’Connor, Head of the UK-based Multi-Asset Team, looks ahead to the fourth quarter of 2020 and beyond, summarising his latest thoughts on COVID-19, Brexit and the upcoming US election.
The U.S. housing market is thriving despite the recession. Why is this happening, and what does it mean for bond investors?