Matt Peron, Director of Research, discusses how secular trends and the economic recovery may present opportunities for stocks.
Not a Question of Either/Or
ISG Insight: Can the market’s immunity last?
Janus Henderson’s Investment Strategy Group (ISG) brings together investment professionals from our global fixed income platform and other Janus Henderson teams, providing a forum for research and debate. The ISG recently met to discuss the outlook for bond markets and concluded that economic growth is likely to remain modest in the quarters ahead.
Where to find income when interest rates are zero
Fixed income offers predictable income which can be boosted by taking credit risk and interest rate risk. However, both risks need to be actively managed.
Investing sustainably through the COVID crisis
Hamish Chamberlayne, Head of Global Sustainable Equities, explains how the Global Sustainable Equity Strategy has fared through the COVID crisis so far and discusses how they have navigated the recent market rotation from growth to value factors.
Fed watch: stealth yield curve control?
Head of Global Bonds Nick Maroutsos describes the Fed decision in July to hold rates steady as a non-event given that the central bank, through its actions, has already proven its willingness to do whatever it takes to support the US economy during this unprecedented period.
How Stable Is Your Fixed Income?
Fixed income investors may need to assess whether their portfolio can provide stability given the high likelihood of volatility in the months ahead.
Fed Update: Stealth Yield Curve Control?
Nick Maroutsos comments on how the Fed, in sticking to its script of accommodative policy, has let financial markets know that it means business in supporting the economy.
Fed Update: Stealth Yield Curve Control?
Nick Maroutsos comments on how the Fed, in sticking to its script of accommodative policy, has let financial markets know that it means business in supporting the economy.
Are you taking on too much portfolio risk?
Fixed income can provide predictable income, diversification from equities and capital preservation for investment portfolios.
Why is everyone talking about fixed income?
Fixed income can provide predictable returns and preserve capital, while its low correlation with equities diversifies investment portfolio returns, providing ‘portfolio insurance’ when economic storms hit.