The COVID-19 pandemic has upended financial markets, marking the end of the longest bull-run in history and a reversal of the recent good fortune experienced by U.S. equities.
Finding Long Term Value in Small Cap Stocks
Global monetary update: back to the 1970s
US money measures continued to explode into late April: annual growth rates of M1 and a proxy for the old M3 measure (“M2+”) rose to new post-WW2 highs of 29.1% and 23.3% in the week ending 27 April.
Bridging the Gap: Credit Markets in the COVID Crisis
An update on the shape of the recovery in corporate bond markets following the virtual “heart attack” experienced in March.
Quick view: the MPC maintains its stance
Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, responds to the MPC’s dovish view on prospects for the UK economy, although risks remain skewed to the downside.
COVID-19: Understanding the science & investment implications (Part 4)
A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.
Examining the tech sector through the pandemic – and beyond
How the COVID-19 pandemic has accelerated the adoption of the digital economy by both businesses and individuals.
Longer-Term Drivers for Emerging Markets Intact in Post-COVID-19 World Copy
While the preparedness of emerging markets to confront COVID-19 varies, this period likely marks a shift in what drives these countries’ growth.
Global equities: a focus on high quality, resilient businesses
Given the COVID-19 pandemic, Portfolio Manager Gordon Mackay provides an update on the Global Equity Strategy, which seeks to invest in a portfolio of high quality, growing companies that have the resilience to weather unforeseen events.
After the Crisis: Finding Long-Term Value in Small-Cap Stocks
Identifying small-cap companies that can survive the crisis and deliver value over the long term.
Janus Henderson Tom Ross video – for Italian site
A video of Tom Ross, to go live on the Italian PA site. It is a video with a Italian voiceover.