Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss how ‘big tech’ companies are helping communities and governments through the pandemic and the implications this may have on the regulation of the technology sector.
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss how ‘big tech’ companies are helping communities and governments through the pandemic and the implications this may have on the regulation of the technology sector.
Listen to Richard Clode, Alison Porter & Graeme Clark, Portfolio Managers of Global Technology , share their perspectives on the financial markets since the spread of COVID-19 and highlight post-lockdown implications for technology.
Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team discuss how COVID-19 is impacting the rental residential sector from both a landlord and tenant perspective and the longer-term investment case for the sector.
The coronavirus pandemic has challenged many accepted paradigms within the investment world. In this article Steve Johnstone, Portfolio Manager, outlines some of the tools that a flexible global equity market neutral strategy can deploy to try and generate performance in all market environments.
Using a combination of eight charts and tables, corporate credit portfolio managers Seth Meyer and Tom Ross consider some of the potential risks and opportunities within the high yield sector of fixed income.
In a disrupted environment, energy companies are being forced to adjust in the short term while staying mindful of positioning for future growth.
Why we remain positive on the outlook for U.S. banks after looking carefully at their first quarter earnings.
Portfolio Manager, Justin Tugman, discusses factors to consider when seeking small cap stocks that can not only survive the COVID-19 crisis but could potentially deliver value over the long term.
Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, discusses the credit market and how the team are actively managing the portfolios ahead of a looming de-leveraging cycle.