Economic data and market expectations have shifted dramatically in the past few months. Gross domestic product growth figures have disappointed while inflation has surged, causing some commentators to blow the dust off a long-neglected word 'stagflation'. Jim Cielinski, Global Head of Fixed Income at Janus Henderson discusses these factors and who has the better handle on the economic outlook.
Building a multi-asset credit portfolio that delivers alpha
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July 23, 2014
Threadneedle Investments' Jim Cielinski takes pension fund investors through the building blocks of a strong multi-asset or multi-sector credit strategy, in this week's Technical Comment.