Fund manager April commentary – Henderson Alternative Strategies Trust
Fund manager April commentary – Henderson Alternative Strategies Trust
After the Virus: A Binary World
As the world assesses what will change after the COVID-19 pandemic, Jim Cielinski, Global Head of Fixed Income, introduces the questions Janus Henderson expects to be key in setting investment strategy going forward.
The long-term opportunity in structured securities
The Securitized Debt team discusses its positive long-term outlook for U.S. structured securities in higher-quality, seasoned and shorter-dated exposures.
A negative fed funds rate: not yet willing – or needing – to go “there”
Co-Head of Global Bonds Nick Maroutsos states that even without negative interest rates, bond portfolios must work harder to achieve desired results.
Podcast: Understanding the science and investment implications of COVID-19 (part 6)
In this latest installment of our series exploring the scientific and investment implications of COVID-19, Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss lessons learned as economies reopen, the virus’s fatality rate and the latest news in vaccine development.
The ‘Cold War of Technology’: new Huawei restrictions
Global technology portfolio managers Alison Porter, Graeme Clark and Richard Clode provide their views on the latest US restrictions imposed on Huawei and the ramifications for the company’s largest customers and the wider semiconductor industry.
COVID-19 Crisis Dramatically Alters 2020 Dividend Outlook
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.
The ‘Cold War of Technology’: new Huawei restrictions
Global technology portfolio managers Alison Porter, Graeme Clark and Richard Clode provide their views on the latest US restrictions imposed on Huawei and the ramifications for the company’s largest customers and the wider semiconductor industry.
What Will It Take to Reopen the Global Economy?
An update on vaccines, fatality rates and lessons learned as economies reopen – the latest in a video series on the scientific and investment implications of COVID-19.
Coronavirus: potential impact on income-generating funds
Dear investor, We hope the impact of the tragic COVID-19 coronavirus pandemic is as short lived as possible. Our first thoughts are that you and your loved ones remain healthy. While the coronavirus has caused major changes to many of our lives, it also has implications from an investment perspective. Coronavirus and its impact on