The baseline expectation here remains that the market / policy response to the coronavirus shock – compounded now by an oil supply shock – will result in an early and strong pick-up in global real money growth, setting the stage for a solid rebound in economic activity during H2 2020 and above-trend growth in 2021.
The Global Technology and Innovation Team discusses how digital business models are helping societies cope with the fast-spreading COVID-19 coronavirus.
Watch Ben Lofthouse, Fund Manager of Henderson International Income Trust, answer questions from private investors in the latest episode of Trust TV
Laura Foll, UK equities portfolio manager, provides an update on the market amid the coronavirus outbreak and oil supply price war, as well as what may be instore for UK income investors.
Shan Kwee, Portfolio Manager at Janus Henderson Investors, discusses how investors in search of yield are taking on risk and ending up poorly compensated as yields reach all-time lows.
Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the recent market shock as oil prices tumble and the Coronavirus continues to impact countries globally.
Assessing the recent market shocks as oil prices tumble and the coronavirus continues to impact countries globally.
Although the coronavirus could slow global GDP growth in the near term and drive market volatility, we see reason to be optimistic about a rebound in 2021.
Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the recent market shock as oil prices tumble and the Coronavirus continues to impact countries globally.
In this view from the Secured Credit desk, Elissa Johnson, Portfolio Manager within the Secured Loans Team, outlines the team’s ESG philosophy, as well as the ratings and trends within the Secured Loans Fund, explaining why there is more than just a ‘green’ colour in the portfolio.