Just over two months has passed since markets dramatically sold off as the COVID-19 pandemic unfolded. There is much talk of the ‘new normal’ in every aspect of our lives, but what does this mean for fixed income? Nick Maroutsos, Dan Siluk and Jason England, co-managers of the Absolute Return Income Team, answer some of the key questions.
Ama Seery, ESG analyst on the Global Sustainable Equity Team, and Charlotte Nisbet, Governance and Responsible Investment Analyst, explore the environmental damage associated with the fast fashion trade and how some companies are changing the shape of the industry.
Investment Director Jane Shoemake provides an update on dividend trends over the last quarter, along with a new “best and worst” forecast range for 2020.
Why we believe the Fed must place greater emphasis on channeling accommodative policy to the backbone of the real economy: households and small businesses.
Markets continued to rally in May, with investors encouraged by the gradual easing of virus-related restrictions across the world. Towards the end of the month, we started to see a marked factor rotation within the market with value/cyclicality starting to outperform growth/quality/price momentum. This move will have been painful for those funds/Trusts that have performed
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.
Andy Acker, Portfolio Manager of the Janus Henderson Global Life Sciences Fund, explains the impact of COVID-19 on health care and growth opportunities.
Charlotte Nisbet is an ESG Corporate Research Analyst at Janus Henderson Investors, a position she has held since 2021. She joined the firm as an analyst with the Governance and Responsible Investment Team in 2020.
Exploring the environmental damage associated with the fast fashion trade and how some companies are changing the shape of the industry.
Global inflation is expected here to pick up significantly over the next 2-3 years. This would be consistent with the Kondratyev “long wave” price / inflation cycle, which implies a multi-year rise to a peak in the late 2020s, as well as current monetary trends – G7 annual broad money growth may have reached 16% in May, which would be the fastest since 1973.