Portfolio Manager Marc Pinto weighs in on how equity markets are reacting to the latest developments in the U.S. presidential election.
Election insights: stocks tracking primary outcomes
Election insights: how bond markets may react
Portfolio Manager John Lloyd offers his views on how potential outcomes of the U.S. presidential election could impact corporate bond markets.
Coronavirus: Assessing Financial Market Impacts
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan novel coronavirus on financial markets.
Global Natural Resources Fund Q&A – Q1 2020
Jordan Tang, Head of Retail Distribution, interviews Daniel Sullivan, Head of Global Natural Resources, about the previous decade in resources and the outlook ahead for the mining, energy and agriculture subsectors.
Emerging Market Equities: China in uncharted territory
Following a recent research visit, Emerging Market Equity Portfolio Manager Daniel Graña provides his views on China and believes that the golden age of the Chinese economic boom is over. As a result he believes that investor expectations should be reset lower and that infrastructure investment remains the last reliable lever that the Chinese policymakers have to manage the economy’s trajectory.
Coronavirus contagion concerns
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan Novel Coronavirus from a purely asset allocation perspective.
Chinese PMI softening before virus hit
Chinese recovery hopes were boosted by a rise in the Markit manufacturing PMI to a 35-month high in November.
Where are the best investment prospects in 2020?
Where in the world does The Bankers Investment Trust Fund Manager, Alex Crooke, see the greatest investment opportunities in 2020?
David Whitehair
David Whitehair is Director of Institutional Business, UK DC at Janus Henderson Investors, a position he has held since 2020. In this role, he works within the EMEA institutional team, responsible for the strategic development of the UK DC business. Prior to joining the firm, he was a director of DC strategy at Franklin Templeton
2020 outlook: Asia still attractive for income
Mike Kerley, Asian income equities portfolio manager, provides the reasons why he maintains an optimistic outlook for Asia and its prospects for delivering income to investors.