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Strategic Fixed Income Outlook 2017
by John Pattullo of Henderson Global Investors, 12/20/16

John Pattullo, Co-Head of Strategic Fixed Income at Henderson Global Investors, discusses how the markets were affected by major political events in 2016 and the lessons learned.

Fixed income macro and portfolio update
by John Pattullo, Head of Retail Fixed Income of Henderson Global Investors, 2/6/15
John Pattullo, Head of Retail Fixed Income, co-lead portfolio manager for the Henderson Strategic Income Fund (HFAAX) gives an appraisal of the macro environment and explains the current themes within the portfolio. John also shares his thoughts on recent announcement of quantitative easing (QE) made by the European Central Bank (ECB), the Greek vote and issues in the energy sector.

Supportive Outlook for Credit Conditions in Europe
by John Pattullo of Henderson Global Investors, 11/24/14
The market backdrop in Europe remains familiar; low economic growth, low inflation, relatively low defaults and volatility with the odd spike. This environment is attractive for corporate bond investing. Seasonals will soon start to kick in, helping credit markets to rally into Christmas and the early months of the new year. However, going forward bouts of volatility should be expected. This year alone there have been two volatility spikes; a 'valuation shakeout' in August and a 'position shakeout' in October. John Pattullo explains what lay behind each event.

A Market of Dichotomies
by John Pattullo of Henderson Global Investors, 4/29/13
John Pattullo, Head of Retail Fixed Income, discusses a classic dichotomy in the market currently - the relatively high levels of equity markets with close to record lows in the bond yields. He touches on bond markets, talk of the ?great rotation? out of bonds into equities ? which is still yet to be seen, and signs of a deflationary period based on recent economic data.

Bond markets: skepticism, short squeeze and selectivity
by John Pattullo of Henderson Global Investors, 3/12/13
John Pattullo explains why he is skeptical of a "great rotation" given the weak economic background. He explains why a respectful attitude towards the gilt market has helped the funds he co-manages avoid being caught in a short squeeze and draws parallels with Japan where bond yields are still falling in spite of a reflationist prime minister. He also discusses where value does and does not reside within the fixed income market, reminding investors that some recent developments have echoes of 2007, making stock selection all the more important.

Market Technicals Update
by John Pattullo of Henderson Global Investors, 7/23/12
John Pattullo, Head of Retail Fixed Income at Henderson, provides an update on market technicals and the Strategic Income Fund including recent performance details.

Strategic Income Fund update
by John Pattullo of Henderson Global Investors, 5/11/12
Henderson's John Pattullo provides an update on markets including details on stronger economic data seen year-to-date and surprises seen so far this year such as the strength of equities and credit markets. He also touches on the Henderson Strategic Income Fund and reviews recent fund management decisions.
7 results found.