Paul O’Connor, Head of the UK-based Multi-Asset Team, reviews a momentous first quarter for investment markets worldwide. He discusses the impact of the coronavirus pandemic across asset classes and covers the positive and negative indicators that are guiding his views on market prospects for the remainder of 2020.
Frank Uhlenbruch. Investment Strategist in the Janus Henderson Australian Fixed Interest Team, compares the COVID-19 bear market with previous bear markets and suggests why this one could be shorter.
Alison Porter, Graeme Clark and Richard Clode from Janus Henderson’s Global Technology Team explain why the tech sector looks well positioned to brave the coronavirus-induced uncertainty and highlight how as active managers they are maintaining a laser-like focus on companies’ financial strength.
In the face of an evolving pandemic and historic volatility across all major markets, investors need to understand the risks inherent in their current allocations and have conviction to take action and seize opportunity going forward.
A summary of several retirement-related provisions included in the recently passed CARES Act stimulus package.
At its recent meeting in March the Investment Strategy Group (ISG) discussed the sell-off in asset markets and the implications for credit.
Global six-month real narrow money growth bounced back in February but remained below the 3% level cited in previous posts as a necessary condition for adopting an economic recovery forecast.
The coronavirus crisis continues to impact economies and markets but the liquidity crisis is seemingly beginning to heal. Jenna Barnard, Co-Head of Strategic Fixed Income, shares her views on the latest developments and explains why the team favour investment grade bonds now and how they are less bullish on government bonds going forward.
Hamish Chamberlayne, Portfolio Manager on the Global Sustainable Equity strategy, discusses the current coronavirus-related market uncertainty and how a sustainable approach can help to weather the storm.
Fund manager March commentary – The City of London Investment Trust plc