How COVID-19 is impacting the rental residential sector from both a landlord and tenant perspective.
Residential Real Estate: Stay Home, Stay Safe
How can Investment Trusts cope with dividend cuts?
Laura Foll, Co-Fund Manager for Lowland Investment Company, delivers an update to investors on how the Trust has fared in the first quarter of the year and discusses the latest portfolio activity.
The quantity theory of wealth, continued
A large positive gap opened up between the actual money stock and money demand during the GFC. “Excess” money balances, on the view here, “caused” the subsequent recovery in economic activity and asset prices.
Equity’s response to the COVID-19 pandemic: proceed with caution
Citing downward earnings revisions and bearish signals gleaned from options markets, Head of Global Asset Allocation, Ashwin Alankar expresses concern that the recent rally in risk assets ignores potential headwinds facing the US economy due to lower consumption.
Credit resilience but confusion surrounds longer-term inflation outlook
Jenna Barnard, Co-Head of Strategic Fixed Income, shares the Strategic Fixed Income Team’s current thoughts and views on bond markets, and addresses the most frequently asked question: is inflation on the rise?
Know What You Own: Small-Cap Investing through a Market Shock
Small-cap company characteristics within an index can vary widely, creating hidden risks.
Janus Henderson Multi-Asset Q&A video – May 2020
Nick Watson, Portfolio Manager on the UK-based Multi-Asset Team, provides answers to some of the questions that clients have raised regarding the developments in the markets in the last few months and the activity in the Multi-Asset Core portfolios in the current climate.
Where is Alex Crooke finding positives?
Alex Crooke, Fund Manager for The Bankers Investment Trust, delivers an update to investors on how the Trust has fared in the first quarter of the year and his thoughts on wider economic and political developments.
COVID-19: Understanding the science & investment implications (Part 5)
A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.
COVID-19: Understanding the Science & Investment Implications (Part V)
A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.