Disease treatment is changing rapidly, leading to new therapies and better long-term results for patients — and creating investment opportunities, according to Andy Acker, portfolio manager, Janus Henderson Global Life Sciences and Dan Lyons, research analyst.
Janus Henderson’s multi-sector income manager prioritises low volatility over high yield as fixed income markets face a potentially difficult year.
Tom Ross, corporate credit portfolio manager, discusses conditions in the high yield market, including the default outlook, the importance of monetary and fiscal stimulus and whether high yield can tolerate inflation.
Part of the Mark Allen Group.
