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Welcome to the new Fed

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.

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.

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; 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