Luke Newman, portfolio manager on the UK Absolute Return Strategy, gives his thoughts on some of the risks and opportunities he sees – on both the long and short side – in the months ahead, as trade talks begin between the UK and EU.
Why narrow investor concentration left markets vulnerable to an exogenous shock such as that caused by COVID-19.
Addressing the sharp correction in financial markets as concerns grow about the spread of the COVID‐19 coronavirus.
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Addressing the sharp correction in financial markets as concerns grow about the spread of the COVID‐19 coronavirus.
Jamie Ross, Fund Manager of Henderson EuroTrust, provides a snapshot of the typical analysis undertaken on every company considered for the portfolio. In this case, he explains the rationale behind the inclusion of the Dutch chemicals and ingredients company DSM.
The SECURE Act has important implications for retirement plan sponsors.
Mike Kerley, Fund Manager for Henderson Far East Income, shares his views on the latest developments in Asia and discusses the investment implications from an income point of view.
Janus Henderson’s multi-sector income manager Seth Meyer prioritises low volatility over high yield as fixed income markets face a potentially difficult year.