How the COVID-19 pandemic has accelerated the adoption of the digital economy by both businesses and individuals.
Examining the Tech Sector through the Pandemic – and Beyond
What just happened in the oil market?
Mathew Kaleel, Portfolio Manager in the Janus Henderson Diversified Alternatives Team, discusses how a lack of oil storage capacity and low demand saw the oil price fall steeply into negative territory.
Navigating market overshoots Copy
Jay Sivapalan, Co-Head of Australian Fixed Interest at Janus Henderson Investors, brings the team’s investment philosophy to life, describing how they capitalise on market inefficiencies.
How the Crisis Could Solidify Long-Term Investment Themes
Behavioral changes precipitated by the pandemic could help certain companies and sectors emerge from the crisis in a position of relative strength.
Global Sustainable Equity: news, opportunities and outlook (Q2 20 update)
Hamish Chamberlayne, Portfolio Manager for the Janus Henderson Global Sustainable Equity Strategy, discusses recent developments affecting the world over the past three months.
Quick view: The day the oil price went negative
Tal Lomnitzer, Senior Investment Manager in the Janus Henderson Global Natural Resources Team, explains how oil prices went into negative territory and what this means for oil sector equities and the Team’s outlook.
Keep an Eye on the Real Economy
Why financial markets should ultimately be focused on the outlook for households in consumption-driven economies like the U.S.
Born in a crisis (English)
The managers of the Janus Henderson Horizon Euro Corporate Bond Fund reflect on the current COVID-19 crisis and whether there are any parallels with the Global Financial Crisis and its aftermath for the European investment grade corporate bond market.
Credit spreads — from reassuringly expensive to scary cheap, and now: just cheap?
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.
Knowing where to fish (English)
Jamie Ross manager on the Pan European Equity Strategy, explains that high-quality, value businesses can be found in the most unlikely places.