Our Fundamental Fixed Income team provides insights on potential investment risks and opportunities, and shares our global outlook for the quarter ahead.
As investors consider how to weather the storm of trade wars, Ben Lofthouse explains that diversification – among sectors, regions and currencies – is crucial.
Economist Simon Ward discusses characteristics of the MSCI EM equities index, raising questions about its suitability as a benchmark for EM investing.
Seth Meyer explains to Citywire why deep fundamental analysis can uncover issuers that provide acceptable risk-adjusted returns while focusing on deleveraging their balance sheet and allocating capital wisely.
Jim Cielinski, Global Head of Fixed Income at Janus Henderson Investors, looks at three key factors that could determine the direction of credit markets.
Stephen Deane, Portfolio Manager on the Global Emerging Market Equities Team, discusses findings from a recent research trip to India.
Research analysts Ian McDonald and Tom Delong discuss the disruptive nature of blockchains and how companies can leverage the technology to gain efficiencies.
Hamish Chamberlayne, Portfolio Manager for the Global Sustainable Equity Strategy, discusses the momentum in clean tech.
Research Analyst Josh Cummings discusses the recent outperformance of retail stocks, but says he’s still cautious about the industry long term.
The $6.5 trillion U.S. agency mortgage market gives active investors the potential to outperform.
Strategic Fixed Income Co-Head Jenna Barnard explains how the team has viewed the bond market through a prism of interest rate divergence for a number of years.
With political wrangling roiling expectations, Ben Lofthouse, Head of Global Equity Income, discusses its impact and his outlook in a short video update.
Portfolio Manager Brad Slingerlend comments why escalating trade rhetoric should not materially impact growth and earnings prospects of the tech sector.