Jim Cielinski, Global Head of Fixed Income, explains why globalisation is here to stay despite heightened populism.
Globalisation: Sorry, Donald, it’s here to stay
Closing the Conversation Gap with Clients
Michael Futterman, Head of Knowledge Labs™ Professional Development, explains the importance of clear communication between advisors and clients.
Tug of war: slowing growth versus easing monetary policy
The US Federal Reserve’s policy shifts have helped support markets in 2019. US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, share their views on the likelihood, timing and scale of any rate cuts in the coming months.
High yield bond: pushing boundaries
The dovish tilt to global monetary policy should be supportive of asset prices in the near term but portfolio managers Tom Ross and Seth Meyer observe that an extension of the credit cycle does not mean abandoning selectivity within high yield bonds.
Matthew Evans
Tell Tail Signs: What Are Markets Signaling?
In this quarterly webinar, Ashwin Alankar, Ph.D., Head of Global Asset Allocation, shares his perspective on current risks and opportunities in the market.
Downturn implications and a reconvergence of rates
Jenna Barnard, Co-Head of Strategic Fixed Income, explores the options for meaningful policy easing by developed market central banks in the face of the current downturn in global activity.
Asian Credit: where returns may actually match risk
Nick Maroutsos, Co-Head of Global Bonds, sets out some of the reasons why Asia ex-Japan debt offers a potentially attractive destination for globally-minded bond investors.
Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)
Paul O’Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the outlook for multi-asset investors in Q3 in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors.
Asset TV’s Multi-Asset Credit Masterclass
In this Asset TV Institutional Masterclass video, Colin Fleury, Head of Secured Credit, takes part in a panel discussion alongside other industry experts.