Hamish Chamberlayne, Portfolio Manager for the Janus Henderson Global Sustainable Equity Strategy, discusses recent developments affecting the world over the past three months.
History of Investment Trusts
Investment trusts – often referred to as investment companies or closed-ended funds have been in existence for over 150 years.
Uncorrelated alternatives: Multi Strategy
The past 20 years of hedge fund investing experience has been invaluable in evaluating and designing truly diversifying strategies that also meet the return objectives of institutional investors. David Elms, Head of Diversified Alternatives and Norbert Fullerton, Head of Institutional Client Strategy, EMEA discuss the case for multi strategy portfolios.
What Just Happened in the Oil Market?
The confluence of events that caused a major global oil benchmark to trade below zero for the first time in history.
Oil Crisis Sparks Market Consolidation
Considering the prospects for equities and other risk assets as negative oil prices put the brakes on the recent V-shaped market recovery.
After the Ides of March — outlook for mortgages
John Kerschner, Head of US Securitized Products and Nick Childs, Portfolio Manager and Securitized Products Analyst, discuss the changes that the past month has brought to the US mortgage market and explain why they believe the asset class is well positioned to see stronger returns in the months ahead.
Tell Tail Signs: The Post-Crisis Recovery — V or a W?
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using options market prices to infer expected tail gains and tail losses.
Bonds – What Are They Good For?
With the bond pillar now eroding, finding true diversification and low correlation across investments will become more important to portfolio construction.
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.
Knowing where to fish
Pan European Equity Strategy run by Henderson EuroTrust Portfolio Manager Jamie Ross, explains that high-quality, value businesses can be found in the most unlikely places.