Janus Henderson Investors

Andrew Mulliner remarks on the substantial surge in core US CPI inflation in April and explains why he does not consider this a change in the secular inflation regime

There are clear signs of a forthcoming revival in global dividends following the first quarter of 2021, the latest Janus Henderson global dividend index shows.

Jim Cielinski, Global Head of Fixed Income, assesses the rise in bond yields and whether markets are justified in their inflation concerns.

Colin Fleury, Head of Secured Credit London, says a relatively constructive view for credit markets may seem strange, but there are reasons he believes stress in the markets will be manageable.

The stabilisation of US economic growth amid unprecedented fiscal and monetary stimulus has raised questions about the likelihood of inflation returning. Global Head of Fixed Income, Jim Cielinski, and Global Bonds Portfolio Manager, Andy Mulliner, explain...

Jim Cielinski, Global Head of Fixed Income at Janus Henderson Investors, considers the question vexing investors in the latter part of 2020.

The global economy has rebounded from the lows reached in March and April but momentum has waned as rising cases of COVID-19 have forced some regions to once again restrict activity. Jim Cielinski, Global Head of Fixed Income at Janus Henderson Investors, discusses whether credit markets can remain immune to the economic fragility.

Here they are… The shortlists for this year's Professional Pensions Investment Awards.

Border to Coast Pensions Partnership has named its first three asset managers to oversee a circa £1.2bn UK equity portfolio.

This is the first year since 2007 that all 35 OECD countries are growing but concerns remain over the US and China. Market corrections could be just around the corner, writes Charlotte Moore.