Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, discusses why now more than ever an active approach to investing in fixed interest is vital.
Active matters – an Australian fixed interest perspective
Selling Volatility – Is the Juice Still Worth the Squeeze?
Are investors being sufficiently compensated for taking asymmetric risk? In this article, portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, evaluate changing market conditions for equity volatility in the US and UK.
Top DC Trends and Developments
Get timely insights from the DC marketplace in this quarterly series that will help you stay informed on the latest retirement developments.
Taking higher-quality risk in core plus bond portfolios
Greg Wilensky, Head of U.S. Fixed Income, discusses the importance of identifying and diversifying risk factors in bond portfolios.
The COVID-19 Recession: Sharp but Short?
Why the economic impact from COVID-19 could end up being one of the sharpest but also one of the shortest recessions on record.
The big rotation
Paul O’Connor, Head of the UK-based Multi-Asset Team, gives his thoughts on the dramatic gains across markets over the past few weeks, and considers the factors he believes need to be in place to sustain the ‘V’-shaped rally.
Henderson Far East Income Asia Pacific Dividend Index
The latest edition of the Henderson Far East Income Dividend Index is the third annual report tracking the trends in dividends paid by companies listed across the Asia Pacific region.
Where the ESG rubber meets the road
Tal Lomnitzer, portfolio manager in the Global Natural Resources Team, discusses why ESG reporting is necessary and that culture is crucial and not to be neglected.
How do opportunities within Asian equities change post COVID-19?
Andrew Gillan explores the impact of the pandemic on Asian equities and explains why structural growth stories remain intact.
Emerging Markets: ‘a rising tide will not lift all boats’
Daniel Graña argues that a large disparity is likely between the success stories of certain emerging market countries and the failures of others.