May Ling Wee vom China-Aktienteam von Janus Henderson äußert sich in dieser Fragerunde zu den Einflussfaktoren auf die Erholung Chinas im Nachgang von COVID-19 und die Entwicklung des Aktienmarkts im bisherigen Jahresverlauf.
Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, considers the impact of monetary policy stimulus on government bond yields worldwide, and discusses what this may mean for investors looking to maintain risk and diversification in their portfolios.
John Pattullo, Co-Head of Strategic Fixed Income, shares his views on the most frequently asked question by clients these days: “what about inflation?”
Portfolio managers on the Absolute Return Income Strategy look at the factors shaping credit markets from central bank support to potential resilience from financials.
In this Q&A, May Ling Wee from the China Equities Team comments on the key issues impacting China’s recovery post COVID-19 and stock market performance year-to-date.
Daniel Sullivan, Head of Global Natural Resources, discusses the recent oil price movements and its implications for resources companies.
Die Kriterien Umwelt, Soziales und Governance (ESG) sowie Nachhaltigkeit sind zu Schlagwörtern geworden; es vergeht kaum ein Tag, ohne dass man sie hört.
In this latest instalment of our video series exploring the scientific and investment implications of COVID-19, Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss lessons learned as economies reopen, the virus’ fatality rate and the latest news in vaccine development.
Co-Head of Global Bonds Nick Maroutsos gives the US Federal Reserve high marks for ensuring properly functioning financial markets but believes that work still needs to be done to support households and small businesses most vulnerable to the economic disruptions caused by the COVID-19 pandemic.
Just over two months has passed since global markets dramatically sold off as the COVID-19 pandemic unfolded. There is much talk of the ‘new normal’ in every aspect of our lives, but what does this mean for fixed income?