Our Fundamental Fixed Income team provides insights on potential investment risks and opportunities, and shares our global outlook for the quarter ahead.
Portfolio Manager Brad Slingerlend comments why escalating trade rhetoric should not materially impact growth and earnings prospects of the tech sector.
Research Analyst Noah Barrett explains why OPEC may ease production cuts and what that means for investors.
Andrew Gillan discusses the recent inclusion of China A-shares into MSCI equity indices and how this should provide a long-deserved boost to Asian equities.
Read the latest outlook from our experts on what trends and themes investors should watch through the remainder of 2018.
Charlie Awdry and May Ling Wee discuss the progress of political, financial and social reforms in China under President Xi, and implications for investors.
Economist Simon Ward outlines the key global economic trends to watch in the weeks and months ahead.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.
Gordon Mackay explains that while cash still dominates global payments, a number of companies are well placed to benefit from the trend away from cash to paperless payments.
In this Q&A, Portfolio Manager Charlie Awdry provides his outlook on Chinese equities.
Guy Barnard discusses why amid an evolving market backdrop, the sector’s strong fundamentals and continued search for stable income may bolster returns for property equities.
Tom Ross, Portfolio Manager within Janus Henderson’s Global Credit Team, considers the impact of the Italian elections on fixed income markets.
Andrew Gillan provides his views on why investors are beginning to increase their allocation to Asian equities, and outlines the opportunities and challenges for the asset class.