The coronavirus crisis continues to impact economies and markets but the liquidity crisis is seemingly beginning to heal. Jenna Barnard, Co-Head of Strategic Fixed Income, shares her views on the latest developments and explains why the team favour investment grade bonds now and how they are less bullish on government bonds going forward.
Ein Kommentar von Guy Barnard, Tim Gibson und Greg Kuhl vom Global Property Equities Team bei Janus Henderson Investors.
Ein englischsprachiger Kommentar von Oliver Blackbourn, Fondsmanager bei Janus Henderson Investors für britische Aktien.
Jeremiah Buckley, Portfolio Manager on the Janus Henderson Balanced team, gives a 'quick view' update on the strategy, covering recent central bank measures to support the economy and signs of renewed activity in China, with some factories re-opening and supply chains reconnecting.
What started as a coronavirus-led de-risking of equity portfolios has mutated into a broad-based, multi-asset liquidation.
Tom Ross, credit portfolio manager, comments on the crisis gripping markets and how the Corporate Credit team is responding in terms of positioning within the Global High Yield and Euro High Yield strategies.
Nach Einschätzung von Portfoliomanager Jeremiah Buckley werden sich die Schwankungen fortsetzen, mit denen die Märkte auf die weltweite Ausbreitung des Coronavirus reagieren.
The baseline expectation here remains that the market / policy response to the coronavirus shock.
The UK government and central bank have launched massive fiscal and monetary stimulus at a time of near-full employment. This is unlikely to end well.
Says Paul O’Connor, Head of the Multi-Asset Team at Janus Henderson Investors.
