03.12.2019 11:02:00
03.12.2019 11:02:00 
Ashwin Alankar, PhD
Ashwin Alankar, PhD
Von Ashwin Alankar, PhD, Janus Henderson Investors
Key takeaways:
- Among the more attractive pockets of global stocks are China, Japan and US technology on the back of a brighter trade outlook.
- A thaw in geopolitical risk, a strengthening labour market, and the intent by the US Federal Reserve to keep rates low suggest that recession is unlikely to materialise.
- Options-based model signals have taken a bearish view on duration with a greater risk that interest rates will rise than fall.
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