Trump-o-nomics: the importance of US-aligned portfolio positioning
John Pattullo, Co-Head of Strategic Fixed Income, looks at the impact of the Trump victory on the financial markets and provides his assessment of the likely effects and success of his policies.
Rise of robotics
Over the past five years there has been an increasing number of bold pronouncements around what many are labelling the fourth industrial revolution. Wherever you look commentators are heralding the advancement of robotics as a real and present threat to the workforce. Arjun Bhandri, Analyst within the Strategic Fixed Income team looks at the rising trend in robotics and the implications for humans, as well as the global economy.
Rise of robotics
Over the past five years there has been an increasing number of bold pronouncements around what many are labelling the fourth industrial revolution. Wherever you look commentators are heralding the advancement of robotics as a real and present threat to the workforce. Arjun Bhandri, Analyst within the Strategic Fixed Income team looks at the rising trend in robotics and the implications for humans, as well as the global economy.
Essentials: Overview of the Janus Henderson Horizon China Fund
In this ‘Essentials’ video, Charlie Awdry, China equities manager, provides a brief introduction to the Henderson Horizon China Fund.
Topics covered include:
• Fund objective and investment approach
• Why invest in Chinese stocks?
• How does the fund use shorts to generate additional returns?
• Why invest in the fund?
Essentials: the Janus Henderson China Opportunities Fund in three minutes
In this ‘Essentials’ video, Charlie Awdry, China equities manager, provides a brief introduction to the Henderson China Opportunities Fund.
Topics covered include:
• Fund objective and investment approach
• Why invest in Chinese stocks?
• Why invest in the fund?
Strategic Fixed Income: reflation narrative exaggerates longer-term reality
Since June, US 10-year Treasury yields have risen and developed economies have witnessed a reflationary uptick, while markets have focused heavily on the next US rate hike in December as well as the prospects of imminent fiscal expansion. John Pattullo, Co-Head of Strategic Fixed Income, believes markets may be getting a little carried away by the reflation narrative.
Generational investing: the world according to generation selfie (part 2)
Dr Paul Redmond, Director of Student Life at the University of Manchester in the UK, explains the key findings of his work on ‘generational theory’ and the implications in a fast changing world. In this, the second of a two part series, Dr Redmond explains the implications for global businesses of aligning themselves with the values of Generation Y. He explores the importance of ‘authentic’ experiences and reveals the three key messages that businesses need to heed to attract and retain Generation Y.
Essentials: the Pan European Equity strategy in three minutes
In this ‘Essentials’ video, European equities manager Tim Stevenson provides a summary of the Henderson Horizon Pan European Equity strategy. He explains what differentiates the fund and explains where the opportunities currently lie within European equities.
Essentials: the Emerging Market Corporate Bond strategy in three minutes
In this ‘Essentials’ video, Steve Drew, Head of Emerging Market Credit, provides an overview of the Henderson Horizon Emerging Market Corporate Bond Fund – why it was launched and what makes it different from peers. Steve further shares his views on where he sees current opportunities and the reasons behind the recent inflows into the asset class.