Learn why the emerging market corporate bonds asset class is increasingly viewed as a valuable source of returns and portfolio diversification.
The Case for Emerging Market Corporate Bonds
Global monetary update: temporary inflation relief
Global six-month real narrow money growth is estimated to have risen further in January, based on partial data. This increases the probability that October marked a low, in turn suggesting that economic momentum will reach a low around July 2019, allowing for a typical nine-month lead.
Gregory Kuczynski, CFA
Gregory Kuczynski is a Research Analyst at Janus Henderson Investors focused on the Consumer sector, a position he has held since 2008.
David Schrock
The Anatomy of a Good Company: ASML
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 technology company ASML.
Tell Tail Signs: Thank You, Fed – At Least For Now …
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.
An interesting year for credit markets
Credit markets will get interesting this year but investors need to be patient for opportunities, says John Pattullo, Co-Fund Manager of Henderson Diversified Income
Keith Pareti
Fund Manager commentary – Henderson Alternative Strategies Trust
Co-Fund Manager Peter Webster offers the team’s thoughts on the Trust’s perofrmance and markets generally in January 2018.
Biotech: focusing on fundamentals
Portfolio managers, Andy Acker and Dan Lyons, and research analyst, John Scotti, explain why fundamentals matter when investing in biotech’s innovation boom.