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.
What Will It Take to Reopen the Global Economy?
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.
Equity’s response to COVID-19: Proceed with caution
Why we believe the recent rally in riskier assets ignores potential headwinds facing the U.S. economy due to lower consumption.
Why Office Is Not the Next Retail
How the office sector could evolve as social distancing continues and employees consider the pros and cons of working from home.
The misunderstood powerhouses of innovation
Jamie Ross, manager on the Pan European Equity Strategy, explores the power of platform businesses and how the trajectory of their corporate models can often be misunderstood.
Fixed Income Update: Credit Markets, Government Bonds and Inflation
An update on the tsunami of new issuance in credit markets, plus our views on inflation.
Finding value in the Covid-19 crisis – an ABS view
Colin Fleury, Head of Secured Credit, London; Denis Struc and Ian Bettney, portfolio managers within the Secured Credit Team, discuss the merits of an allocation to asset‑backed securities (ABS) within diverse multi‑sector credit portfolios.
Office isn’t the next retail
The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?
Office isn’t the next retail Copy
The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?
COVID-19: Understanding the science & investment implications (Part 5)
In the latest installment of our video series on the scientific and investment implications of COVID-19, Biotech Analyst, Agustin Mohedas, discusses how efforts to develop treatments and vaccines have accelerated innovation in healthcare. He also provides insight on the potential impact of certain states reopening their economies and what the timeline to develop an effective vaccine could look like.