Comments on the latest market movements in reaction to President Trump’s COVID-19 diagnosis.
Interpreting Market Moves Since President Trump’s Positive COVID-19 Diagnosis
Into the fog of uncertainty
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.
Build your ideal business in three phases (EMEA)
As you work to overcome the challenges of social distancing in your practice, why not take this opportunity to re-examine your overall approach to building your business? Michael Futterman, Head of Knowledge Labs® Professional Development, outlines a three-phase plan to identify the types of clients who energize you, envision your future business, and test and implement changes to your day-to-day practice.
US election: interpreting market moves since President Trump’s positive COVID-19 diagnosis
Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the latest market movements as news of President Trump’s COVID-19 diagnosis adds to the chances of a Democratic clean sweep in the US election.
Janus Henderson Comment: President Trump’s diagnosis and the market impact
Paul O’Connor, Head of Multi-Asset at Janus Henderson Investors considers the various market impacts of President Trump’s diagnosis
A “monetarist” perspective on current equity markets – October 2020
The global broad money stock is far above its estimated “equilibrium” level, implying medium-term upward pressure on asset prices, economic growth and goods and services inflation, argues Simon Ward, Economic Adviser.
Global Perspectives: Demystifying Sustainable Investing
While there are many approaches to sustainable investing, the key common denominator is profit, people and planet.
The Henderson Smaller Companies Investment Trust Fund Manager presentation
Watch Neil Hermon, Fund Manager for Henderson Smaller Companies Investment Trust, present on how the Trust has performed over the last financial year and his outlook for the coming months.
Rising political risk fuels uncertainty
Head of US Fixed Income, Greg Wilensky, cautions that uncertainty is likely to remain elevated as we approach 3 November 2020, and thus it may be prudent to remain diversified and keep risk levels close to long-term targets.
Fundamentals before politics: The outlook for stocks and bonds through the election
Long-term market factors may prove to be more important for investors than short-term election uncertainty.