Fund manager March commentary
Fund manager March commentary – Henderson Alternative Strategies Trust
Janus Henderson Strategic Bond Fund Q&A video – April 2020
John Pattullo and Jenna Barnard, Co-Heads of Strategic Fixed Income, provide answers to some of the questions that clients have raised regarding the developments in the markets in the last few weeks and the performance of the Strategic Bond range in the current climate.
Bridging the gap: credit markets in the COVID crisis (English)
Jenna Barnard and Nicholas Ware, Portfolio Managers in the Strategic Fixed Income Team, provide an update on the shape of the recovery in corporate bond markets following the virtual heart attack experienced in March.
COVID-19 and the impact on sustainable investing
How the COVID-19 pandemic could support a low-carbon economy and favor companies sitting on the right side of sustainability.
More strong monetary news
Monday’s post argued that global six-month real money growth was on course to approach (narrow definition) or exceed (broad definition) the highs reached before the post-GFC economic recovery.
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COVID-19 and the Impact on Sustainable Investing
How the COVID-19 pandemic could support a low-carbon economy and favor companies sitting on the right side of sustainability.
Examining the tech sector through the pandemic – and beyond
Portfolio manager Denny Fish from the Global Technology and Innovation Team believes that many of the people and businesses who have relied upon technology during the COVID-19 pandemic will continue to do so once the crisis abates.
Oil crisis sparks market consolidation
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for equities and other risk assets, as negative oil prices put the brakes on the recent v-shaped market recovery.
Is infrastructure still defensive?
COVID-19 has turned the world upside down and with it many investment principles. Members of the Janus Henderson Australian Fixed Interest Team discuss whether infrastructure is still a valid defensive investment.