Global Technology Portfolio Manager Denny Fish believes that many of the people and businesses who’ve relied upon technology during the pandemic will continue to do so once the crisis abates, complementing the already powerful tech trends of the cloud, artificial intelligence and IoT.
Eric Ciura is a Research Analyst at Janus Henderson Investors responsible for the technology sector, a position he has held since joining the firm in 2018.
Angel Tam is a Research Analyst at Perkins Investment Management LLC, a position she has held since joining the company in 2015.
John Pattullo, Co-Head of Strategic Fixed Income, believes that over the last month corporate bond spreads have gone from scary cheap to just ‘kind of cheap’ now. As the dust settles in the markets, he remains optimistic that there are opportunities to be had going forwards.
As some emerging market economies begin to slow, Daniel Graña, Emerging Market Equity Portfolio Manager, explains why he thinks Vietnam’s outlook is positive and why investors should take note.
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for equities and other asset classes, as negative oil prices put the brakes on the recent market recovery.
Why financial markets should ultimately be focused on the outlook for households in consumption driven economies like the US.
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.
Brain health expert Heidi Hanna shares her experience and the insights she gained while healing her body and mind from COVID-19.
Alison Porter, portfolio manager in the UK-based Global Technology Team explains the significance of ESG when it comes to investing in tech stocks and how the team proactively engages and manages their portfolios with this in mind.