Daniel Sullivan, Head of Global Natural Resources at Janus Henderson, discusses the factors pointing to a potential multi-year supercycle for commodities and what this means for the opportunity in resources equities.
New technology and government funding are helping accelerate COVID-19 vaccine development, with potential benefits for the biotech sector over the long term.
Large tech companies face a shifting regulatory and geopolitical landscape; is it possible for potential policy changes to slow the sector’s strong run?
Laura Thomas is joined by James de Sausmarez, Director and Head of Investment Trusts at Janus Henderson, as they discuss the impact of coronavirus and take a look back at previous market downturns to reflect on the stock market’s consistent ability to bounce back.
Large tech companies face a shifting regulatory and geopolitical landscape; is it possible for potential policy changes to slow the sector’s strong run?
The OECD’s leading indicators are giving a recovery signal but users should be aware of a recent methodological change that has increased monthly volatility, argues Simon Ward, Economic Adviser.
May Ling Wee, China equities portfolio manager, discusses the main highlights for investors in China stocks over the first half of the year, the implications on portfolio performance and the outlook for the rest of the year.
Active management of risk in fixed income portfolios can minimise the number of months that investors experience negative returns over a multi-year investment period.
Daniel Graña, Emerging Market Equity Portfolio Manager, provides a Q2 2020 video update, examining the investment implications from COVID-19 on emerging markets and the portfolio he manages.
The Federal Reserve’s actions during the COVID-19 crisis have led to an almost idyllic environment to invest in corporate bonds.