Luke Newman, portfolio manager on the UK Absolute Return strategy, outlines positioning in light of the recent rotation in equity markets. He also discusses the importance of investing in highly liquid areas of the market.
Summary
As Bond Volatility Rises, Mortgage-Backed Securities May Provide Defensive Diversification
Portfolio Managers John Kerschner and Nick Childs discuss how MBS can provide diversification in volatile corporate and government bond markets.
Bucking the trend – CBA’s well-timed hybrid issue
Members of the Australian Fixed Interest Team discuss Commonwealth Bank’s latest hybrid issue and why they are taking advantage of market conditions, breaking with the recent trend of Tier 2 debt issuance from the major banks.
Ben Ryan
Ben Ryan shares with companies world-wide the most effective ways to channel motivation and unlock peak performance within teams. From his early years as a club rugby player, to seven years as the England Rugby 7s coach, Ben then took a job coaching the Fiji Rugby 7s team. Three years later, he had led the
Zanny Minton Beddoes
Zanny Minton Beddoes is the Editor-in-Chief of The Economist. Previously she was the Business Affairs editor, responsible for the newspaper’s coverage of business, finance and science. Prior to this role, she was The Economist’s Economics editor, overseeing the newspaper’s global economics coverage from her base in Washington DC. Before moving to Washington in April 1996,
UK Property: a focus on stable income
In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines recent fund and market performance, discusses key factors the team consider as part of their investment process, highlights portfolio positioning and provides her outlook for the asset class.
Marching to a Million: Meet Our Millennials
In a series of podcasts and videos, our millennial colleagues share their views on preparing for retirement.
Global Sector Views: Is the U.S. Headed for Recession?
As trade tensions potentially distort the economic outlook, investors should prepare for market volatility and focus on defensive growth companies.