Steve Cain, Diversified Alternatives Portfolio Manager, discusses the first three months of 2020, which saw one of the most significant market collapses in history, and his thoughts on what may lie ahead.
Andrew Gillan, Head of Asia ex Japan Equities and portfolio manager for Asian growth equities, provides an update on how the region has fared during the coronavirus crisis and the implications on portfolio positioning.
Learn how well-constructed ‘Multi Strategy portfolios’ can deliver on the original objectives of institutional hedge fund programs.
A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.
May Ling Wee, China equities portfolio manager, provides evidence that a resumption of economic activity is underfoot in China and discusses the accelerating digitisation of the economy, as well as how both companies and the government are supporting consumers and businesses.
In the US, healthcare was a political focal point in 2019, and will likely remain so in 2020. But amid impeachment proceedings and rampant discord in Washington, the odds that the US Congress will pass sweeping healthcare legislation look low, says Portfolio Manager Andy Acker. Meanwhile, the threat of reform is prompting more innovation, which
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.
In the US, healthcare was a political focal point in 2019, and will likely remain so in 2020. But amid impeachment proceedings and rampant discord in Washington, the odds that the US Congress will pass sweeping healthcare legislation look low, says Portfolio Manager Andy Acker. Meanwhile, the threat of reform is prompting more innovation, which
The outlook for U.S. mortgage-backed securities after March’s liquidity collapse and subsequent stabilization on the back of strong Fed support.
The first of a video series on the scientific and investment implications of the coronavirus pandemic, with Global Life Sciences Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas.