Paul O’Connor, Head of the UK-based Multi-Asset Team, responds to the European Union’s landmark coronavirus recovery package, agreed after four days and four nights of negotiations.
An historic day for Europe
A Historic Day for Europe
Insights on the European Union’s landmark coronavirus recovery package, agreed to after four days and four nights of negotiations.
Mispriced odds: play your cards right
Jamie Ross, Fund Manager for Henderson EuroTrust, explains how the market can often misprice companies and discuss what they look for to find payoff potential in undervalued stocks.
Bonds / equities aren’t giving different messages
The strong rally in equities since late March contrasts with static longer-term government bond yields, causing some to argue that economic expectations in the two markets are out of sync, the suggestion being that a pessimistic bond market is smarter.
An historic day for Europe
Paul O’Connor, Head of the UK-based Multi-Asset Team, responds to the European Union’s landmark coronavirus recovery package, agreed after four days and four nights of negotiations.
A focus on UK commercial property
Simon Hillenbrand, Head of UK Retail, and Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, answer questions relating to the dealing suspension of the PAIF, along with its feeder fund, and the outlook for the asset class.
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Tests – CTAs
Chinese stockbuilding cycle aligned with global upswing
The global stockbuilding (inventory) cycle is judged here to have bottomed in H1 2020, probably Q1. The cycle acted as a drag on global economic momentum in 2018-19 but is now scheduled to provide a tailwind at least through end-2021.
Has China (temporarily) dethroned the US?
Will China be the world’s largest economy in the second quarter of 2020? Mike Kerley, Portfolio Manager in the Asia-Pacific Equities Team at Janus Henderson Investors, considers the ramifications of China’s update on the second quarter of 2020.