Bethany Payne and Andrew Mulliner, Portfolio Managers within the Global Bonds Team, give their reaction to the UK election result in which the Conservatives took a meaningful majority.
While Co-Head of Global Bonds Nick Maroutsos agrees with the US Federal Reserve (Fed) holding benchmark rates steady, he is concerned that the risk to short-term lending markets will remain elevated until the central bank addresses issues in the market’s post-crisis infrastructure.
Welche Themen beschäftigen Anleger weltweit am meisten? Unsere leitenden Anlagemanager erläutern, welche Themen Anleger bei Aktien, Anleihen und alternativen Anlagen 2020 auf dem Schirm haben sollten.
What impact might a Tory victory have on UK assets? James de Bunsen, portfolio manager in Janus Henderson’s UK-based Multi-Asset team, gives some insight into his expectations for the upcoming UK general election and what might follow.
Incoming news appears consistent with the assessment here that global industrial momentum bottomed in Q3 but will remain weak through Q1, at least.
UK monthly GDP / gross value added (GVA) for October will be released on 10 December, two days before the election. GDP is currently estimated to have fallen by 0.16% in August and 0.07% in September, with the September level 0.10% below the Q3 average.
Tim Winstone, Credit Portfolio Manager, erklärt, warum technische Faktoren die Nachfrage nach Euro-Investment-Grade-Anleihen beflügeln sollten.
Janus Henderson’s US-based Multi-Asset Solutions Team present their latest Tail Risk Report, using options market prices to infer expected tail gains and losses for each asset class.
Die beiden größten Handelsnationen der Welt liegen weiter im Clinch. Aber gibt die Lage in der Binnenwirtschaft in China und den USA möglicherweise Anlass zu Optimismus?
Zudem gab die Gesellschaft bekannt, dass die im Mai 2019 aufgelegte SICAV-Variante des schon 1991 aufgelegten Fonds bereits ein verwaltetes Vermögen von 200 Millionen US-Dollar erreicht hat. Das Gesamtvolumen der Strategie beläuft sich auf 1,2 Milliarden US-Dollar.
