Co-Head of Global Bonds Nick Maroutsos discusses the US Federal Reserve’s (Fed) latest efforts to ease financial conditions and why he believes the outlook for financial markets now depends on fiscal policy.
Portfolio Manager Andy Acker discusses how advances in healthcare have come into focus during the coronavirus pandemic and what that could mean for the sector long term.
In this video update Ben Lofthouse, Head of Global Equity Income, provides an update on the Janus Henderson Global Equity Income Fund.
Natasha Sibley, CFA Portfolio Manager, Diversified Alternatives Lucy Holden, CFA Quantitative Research Analyst, Diversified Alternatives Portfolio Manager Natasha Sibley and Analyst Lucy Holden consider the potential use of systematic and tactical approaches in seeking to take advantage of the asymmetric supply/demand characteristics of dividend futures. Key Takeaways In markets where structured products are prevalent, such
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.
Portfolio Manager Marc Pinto discusses the importance of staying active to navigate the downturn and position for an eventual recovery.
Henderson EuroTrust’s Jamie Ross explains his activity during the opening weeks of the year and how recent market turbulence has presented investment opportunities in Europe.
Portfolio Manager Andy Acker discusses how advances in healthcare have come into focus during the coronavirus pandemic and what that could mean for the sector long term.
The market / policy response to the coronavirus shock is expected here to result in a strong pick-up in global narrow money growth, signalling a robust rebound in economic activity in H2 2020 and 2021 assuming Chinese-style virus containment and a gradual loosening of control measures.
Portfolio Manager Andy Acker discusses how advances in healthcare have come into focus during the coronavirus pandemic and what that could mean for the sector long term.