Listen to Simon Ward, Economic Adviser at Janus Henderson Investors, share his perspectives on how the COVID-19 pandemic has impacted financial markets and give his view on the current macro environment.
Janus Henderson Macroeconomic Update
Strategic Fixed Income view — credit has been the place to be of late
Jenna Barnard, Co-Head of Strategic Fixed Income, remarks on the significant rally in credit markets over the last week, with healthy investment grade issuance volumes and even the US high yield market open for new issues. Support from the authorities trying to help companies avoid default has accelerated the sharp market recovery.
Podcast: Understanding the science and investment implications of COVID-19 (part 2)
In the second installment of our series on the scientific and investment implications of COVID-19, Biotech Analyst Agustin Mohedas provides insights on how biotech and pharmaceutical companies are responding to the crisis, and why continued systematic testing for the virus is crucial to the eventual reopening and recovery of the US economy.
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.
Knowing where to fish
Jamie Ross manager on the Pan European Equity Strategy, explains that high-quality, value businesses can be found in the most unlikely places.
Disruption simply exaggerating existing structural trends – Strategic Fixed Income view
John Pattullo, Co-Head of Strategic Fixed Income, provides a brief update on the team’s current thoughts on the markets and the opportunities they see going forward, while explaining the reasons for their optimism.
How Is China Slowly Emerging from the Coronavirus Aftermath?
How companies and the government are supporting consumers and businesses as economic activity begins to resume in China.
Redinel Korfuzi
Redinel Korfuzi is a Research Analyst on European Equities Team at Janus Henderson Investors, a position he has held since 2019. Before Janus Henderson, he was a generalist equity analyst covering European equities at Aquila Capital from 2013. Redinel began his career as an equity analyst at Libra Equity Ltd in 2010. Redinel received a
Actively managing the UK Property PAIF
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, explains how the investment team are proactively managing the property portfolio despite the fund being suspended for dealing.
COVID-19: Understanding the science & investment implications (Part 2)
A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.