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...“Bonds have begun to expect a looser fiscal policy, tariffs on some imports, and controls on immigration, if Trump was to win the election,” argues Steven Major, global head of fixed income research at HSBC...
...The report is authored by John Kerschner,* Janus Henderson’s head of US securitised products. You know, the complicated alphabet soup that caused the global financial crisis bla bla bla....
...“Everybody has been talking about AI for the last two years, especially since ChatGPT was released,” Janus said. “The theme has just exploded.”...
...According to Janus Henderson’s global dividend index, dividends overall experienced a minor decline, falling 0.9 per cent globally on a headline basis....
...Passive investors whose ethos is to try to take very long-term views on their portfolio construction face some hard choices....
...Daniel Lyons, a portfolio manager at Janus Henderson, a top-25 Vertex shareholder, says the biotech faces “no real competitive threats” to its dominance in CF, with patents extending until at least 2039....
...Moreover, the portfolio diversification provided by emerging markets gives the most benefit (versus assets with similar default rates) in times of global stress....
...Janus Henderson reported $3bn in net first quarter outflows but managed to beat profit expectations....
...Such “transferable exclusivity vouchers” could be applied to other drugs in their portfolios....
...Todd Rosenbluth, head of research at VettaFi, a consultancy, also believed the growth of model portfolios was a positive development....
...Cash escrow accounts have become “a particularly important safeguard in China’s bilateral lending portfolio”, AidData, a research lab on international development at William & Mary college in the US, said...
...Average temperatures in Alpine regions have risen almost 2C from pre-industrial levels, the Research Center for Alpine Ecosystems estimated, well above the long-term global figure of at least 1.1C....
...Scott Chronert, global head of ETF research at Citi, noted that in the US, fixed income ETFs actually pulled in more money that equity ones in April, at $15.2bn versus $14.1bn....
...help the UK company to develop a portfolio of radioconjugate drugs....
...US and Indian economic performance is stoking optimism for slightly better global growth this year, according to research for the FT....
...While we identify potential benefits of removing lock-in, the effects on equilibrium interest rates and mortgage pricing could be topics for future research....
...Investors include two large insurers: FTSE 100 constituent Beazley, and Aspen Insurance Holdings....
...“For these reasons, their portfolios often outperform,” says Wheeler. “You could say that women are less emotional than men as investors.”...
...era of cheap money, with the first rate increase expected as early as March or April, it still faces a number of challenging decisions about how to leave negative rates behind without causing turmoil for global...
...Max Belmont, portfolio manager of the Gold strategy at First Eagle Investments, an asset manager, says that gold is “sniffing out” mounting concerns over the sustainability of global debt levels....
...“There can only be so much divergence before it starts to have a big currency impact,” said Mike Pond, head of global inflation-linked research at Barclays....
...Jim Cielinski, global head of fixed income at Janus Henderson Investors, nonetheless said it can make sense for certain portfolios to scoop up long-dated bonds, given the sell-off has left the regular interest...
...Bryan Armour, director of passive strategies research, North America at Morningstar, broadly agreed with the findings....
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