Global Head of Fixed Income Jim Cielinski and Head of US Fixed Income Greg Wilensky outline why new policy actions make it clear that the US Federal Reserve has entered new territory in its commitment to supporting financial markets.
A targeted fiscal response cannot erase all the risks
Nick Maroutsos explains that while the relief bill enacted by the US government in late March targeted the right segments of the economy, rising solvency risk may merit additional action.
Agustin Mohedas, PhD
Agustin Mohedas is a Portfolio Manager and Research Analyst on the Health Care Team at Janus Henderson Investors. He is focused primarily on the biotechnology sector.
Matt Peron
Matt Peron is Director of Research and Global Head of Solutions at Janus Henderson Investors.
COVID-19: Understanding the Science & Investment Implications (Part I)
A new video series from our health care team offers unique insight into how the pandemic is affecting different sectors of the economy.
A “monetarist” perspective on current equity markets (April 2020)
The last quarterly commentary expressed a cautious view on the outlook for the global economy and risk markets, on the grounds that monetary trends remained weak and did not support early recovery hopes. Market falls in Q1, of course, mainly reflected the coronavirus crisis – the monetary analysis was a “lucky general” on this occasion.
COVID-19: The Outlook for Dividends in 2020
Assessing the outlook for global dividends given the wide-reaching implications of the COVID-19 pandemic.
Surprise, Sincerity and Creativity: Engaging Clients during Crisis
Our latest podcast episode features bestselling author Dr. Joseph Michelli on how financial professionals can engage meaningfully with clients in these difficult times.
COVID-19; our performance, positioning and trading activity
There are some events whose importance far outweighs their financial market ramifications. This is one of those events and our thoughts are with all of our clients, their families and friends in this difficult environment. Given the huge market sell off and unprecedented speed at which it has happened, we wanted to share what we
Rebalancing in a Time of Chaos
Why market-timing impulses should not be the driving force behind portfolio rebalancing.