Long-term market factors may prove to be more important for investors than short-term election uncertainty.
Fundamentals before politics: the outlook for stocks and bonds through the election
Global Perspectives: Demystifying sustainable investing
While there are many approaches to sustainable investing, the key common denominator is profit, people and planet.
Federal Budget 2020: Covid coma circuit breaker?
Jay Sivapalan, Head of Australian Fixed Interest, and Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provide their take on the Australian Federal Budget.
Emerging markets caught in trade winds
Geopolitics are often an important consideration when investing in emerging market (EM) stocks, the upcoming US election included. But regardless of who takes the White House in November, the next administration is likely to continue down a path of deglobalization, with important considerations for EM investors, says Emerging Market Equity Portfolio Manager Daniel Graña.
Deconstructing sustainable design
In the first of a series on sustainable design, Ama Seery, Sustainability Analyst on the Global Sustainable Equity Team, breaks down sustainable design and explains how the team incorporate it into their investment approach
Dollar weakness: An underappreciated threat to the global economic system
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.
Finding floating-rate opportunities in a low-yield world
The Securitized Products team discusses potential advantages of floating-rate products in a low-yield environment given their ability to act as a hedge against rising rates.
Will the hump in defaults be a hill or a mountain?
Seth Meyer, Corporate Credit Portfolio Manager, and Esther Watt, Client Portfolio Manager, explore the default outlook for high yield bonds and the risks and opportunities this presents.
Strategic Fixed Income: the predictable Japanification of US corporates
Jenna Barnard, Co-Head of Strategic Fixed Income, discusses how the suppression of volatility in interest rates by major central banks has spread the Japanification phenomenon to the US.
The Fed’s new policy, inflation and its implications for U.S. bonds
Greg Wilensky and Michael Keough discuss their outlook for U.S. inflation after the U.S. Federal Reserve’s policy change, and its impact on U.S. bond markets.