As Australia reaches for its 28th year of uninterrupted economic growth — the longest on record among developed countries — the question on investors’ minds is whether this run is about to end. The Chinese have long considered the number eight as lucky. Is the ‘eight’ in 28 lucky for Australia? Jay Sivaplan, Co-Head of Australian Fixed Interest shares his views.
A number of factors are set to influence agency mortgage-backed securities (MBS) in 2019. John Kerschner, Head of US Securitized Products, discusses the market dynamics and the risks and opportunities on the horizon.
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
In this short video update, Portfolio Manager Steve Weeple explains why the UK-based Global Equities Team seeks to remove the harmful influence of short-term distractions and pressures. Instead, their focus is on high-quality and growing companies that are benefiting from long-term secular trends.
Attempting to time the market is a risky proposition. Promote long-term investing over market timing and encourage investors to get off the sidelines.
In the first of two videos, George Maris, Co-Head of Equities – Americas, discusses the fundamental reasons for the return of market volatility and the potential opportunities created for bottom-up investors.
The Equity Market Stress Monitor may be used to gain insight to market risk regimes, contextualize beta risk management and complement investors’ conventional risk metrics.
December was marked by an escalation in equity market volatility, particularly in the US and Japan, amid an ongoing slump in stock prices. Global stock markets declined over 7% in both US dollar and sterling terms with the frequently-observed December rally nowhere to be seen.
Are you taking stock of last year’s many accomplishments? Retirement expert Ben Rizzuto talks about why you may want to share them with clients as well.
Russ Shipman is Head of Retirement Sales & Strategy of Janus Henderson Investors’ Retirement Strategy Group.