Hints and tips:
...“This resolution is hugely important for assessing transition risk,” said Naomi Hogan, strategic projects lead at the Australasian Centre for Corporate Responsibility, which co-ordinated the resolution....
...“The fact is that the ECB is a long way behind the curve and they have a lot to do,” said Paul O’Connor, head of the UK-based multi-asset team at Janus Henderson....
...“The message for the markets is that the priority now is quashing inflation, it’s not about growth,” said Paul O’Connor, head of the UK-based multi-asset team at Janus Henderson....
...“The current flatness of the yield curve is quite unusual,” said Paul O’Connor, head of UK-based multi-asset at Janus Henderson....
...“The themes that dominated markets in the first quarter are still in play unfortunately,” said Paul O’Connor, head of Janus Henderson’s multi-asset team in the UK....
...Editors: Charles Clover, Alice French Design: Michael Tsang, Alice French Graphics: MinJung Kim, Hidechika Nishijima, Naomi Hakusui, Michael Tsang Copy editor: John Geis A version of this article was first...
...“Europe has underperformed the US for years, but there is a lot going for it,” said Julia Scheufler, European equities analyst at Janus Henderson, pointing to the acceleration in recent months of coronavirus...
...that consumer spending had surged, “while the negatives in the report were from inventory drawdown, presumably from supply shortages”, said Matt Peron, director of research and portfolio manager at Janus Henderson...
...“We have been surprised that stronger economic data hasn’t helped to push things higher,” said Oliver Blackbourn, a portfolio manager at Janus Henderson....
Stocks advance after positive jobs and earnings data
Late gains for S&P 500 fail to offset losses for the week
Wall Street erases early gains after US Treasury secretary says both sides are ‘far apart’ on a deal
...“We are in the middle of a pandemic that does not have any end in sight,” said Tihana Ibrahimpasic, multi-asset specialist at the fund manager Janus Henderson....
Dollar sinks as investors shift portfolios on expectations of divided Congress
European equities markets hit three-month low with concerns building over economy
...Adjusting for currency movements and other one-offs, global dividends fell 18 per cent year-on-year in the second quarter, and 14 per cent in the third, according to Janus Henderson....
China’s currency climbs to highest level in 16 months after upbeat retail sales data
...Oliver Blackbourn, portfolio manager at Janus Henderson, cautioned, however, that “it is important to remember that this is a narrow deal on trade, focused on goods sectors that make up a much smaller proportion...
Sell-off continues for second day although Apple finds late buyers
European stocks barely react while volatility remains elevated
...Additional reporting by Naomi Rovnick in London and James Politi in Washington...
...Reporting by Colby Smith and Richard Henderson in New York, Naomi Rovnick, Adam Samson and Laurence Fletcher in London and Hudson Lockett in Hong Kong...
...Additional reporting by Naomi Rovnick in London...
...On a global basis, according to fund manager Janus Henderson, up to $500bn of cuts to dividends could take place this year, depriving pension funds and private investors of valuable income streams....
...Crawshaw also said on Monday that non-executive director Stephen Henderson and its broker Peel Hunt had resigned. EY did not respond to requests for comment by publication time....
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