As physical retail spaces like shopping malls lose relevance, they are often replaced by warehouses and distribution centres that support the growing e-commerce model. Janus Henderson’s Global Property Equities Team believes this trend is causing disruption – and creating opportunities – within the real estate sector.
Ian Bettney, Portfolio Manager within the Secured Credit Team, examines the recent changes to the laws governing the UK mortgage market and, their impact on the performance of some pre-crisis UK non-conforming residential mortgage-backed securities (RMBS).
Tim Winstone, corporate credit portfolio manager, explains how technical factors are likely to buoy demand for euro investment grade bonds.
Tim Winstone, Credit Portfolio Manager, erklärt, warum technische Faktoren die Nachfrage nach Euro-Investment-Grade-Anleihen beflügeln sollten.
The world’s two biggest trading nations continue to clash over trade, but does the domestic backdrop in China and the US provide any grounds for optimism?
John Pattullo, Co-Head of Strategic Fixed Income, explores the phenomenon of negative-yielding bonds: how they came about, why anyone might buy them and whether they are here to stay.
As physical retail spaces like shopping malls lose relevance, they are often replaced by warehouses and distribution centres that support the growing e-commerce model. Janus Henderson’s Global Property Equities Team believes this trend is causing disruption – and creating opportunities – within the real estate sector.
Euroland money measures rose solidly in October after a minor September slowdown, with the larger trend continuing to suggest stronger economic performance in 2020.
Investors may not be sufficiently considering the prospects of a steadying US economy and a potential rise in inflation.
Fund Manager Ollie Beckett presents on how the Trust has performed over the last financial year and his outlook for the coming months.