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Decarbonisation: How can investors lead the charge to reaching net zero by 2050?
From the JHI Global Media Conference: A discussion on global efforts to reach net zero carbon emissions by 2050.
Market and economy are giving Fed what it wants
Greg Wilensky and Jason England explain that even with an update to its interest rate projections that is perhaps overdue, the Fed can afford to be patient.
Markets shift their tone as economies reopen
Assessing the recent shift in tone in equity markets and the key themes driving volatility.
A clear revival in global dividend payments
Clear signs of improvement were seen in global dividend payouts in the first quarter of the year.
Peak sentiment, peak growth, peak policy
Paul O’Connor, Head of the UK-based Multi Asset Team, considers the prospects for markets as the global recovery gathers momentum and economies begin to reopen.
Global dividends prove resilient despite crisis
Despite the COVID-19 pandemic, global dividends fared surprisingly well in 2020, according to the latest Janus Henderson Global Dividend Index.
Peach State run-off could herald a light-blue wave for US politics
With Georgia’s Senate run-off vote offering a final, dramatic twist in the US election, what would it mean if Peach State voters hand power to the Democrats? Paul O’Connor, Head of the UK-based Multi Asset Team, considers the ramifications of a potentially seismic political result.
Options market warms to divided government
The options market signals that riskier assets may find a supportive environment in an era of split government and policy moderation.
US election reflections – celebrating gridlock
In a tightly contested US election, where the issue of postal votes could decide the victor, what does this mean for financial markets? Paul O’Connor, Head of the UK-based Multi-Asset Team, looks ahead to potential policy paths and the dwindling prospects of a Biden fiscal bonanza.
2020 US election: first take
Why the removal of election uncertainty could support markets – regardless of the outcome.
Equity markets price in uncontested US election
Director of Research Matt Peron says when it comes to the U.S. election, the biggest risk for equity markets is not which party gets voted into office but whether the outcome is contested. So far, equities expect a clear winner on or near Election Day.
Low rates versus US election: what matters for fixed income?
Jim Cielinski, Global Head of Fixed Income, believes central bank policy is likely to be the dominant influence on fixed income markets, regardless of who wins the US election.