Paul O’Connor, Head of the UK-based Multi-Asset Team, considers recent uncertainty in the US and European banking sectors in the context of a broader late-cycle environment.
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Back in the International Monetary Fund’s embrace, Egypt has no option but to advance structural reforms if it wants to avoid liquidity strains morphing into solvency concerns.
Implications of the collapse of Silicon Valley Bank for the technology sector.
Silicon Valley Bank’s misfortunes, in our view, are not indicative of a systemic issue with the U.S. banking system.
President Lula faces a Brazil that is very different to when he first came to office. The Emerging Markets Debt Hard Currency team explore the outlook for Brazil and the three constraints influencing Lula’s pursuit of his populist agenda.
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Why anchoring investment decisions to market conditions of the past decade could create risks for investors.
A visit to copper and lithium mines in Chile suggests that strong demand coupled with limited supply should continue to underpin prices.
The Portfolio Construction and Strategy Team explain why investors should consider a dedicated allocation to healthcare.
What can a multi-strategy alternatives approach offer investors when more traditional assets like bonds and equities are both volatile and seemingly correlated?
Why we believe China’s pledge to achieve carbon neutrality by 2060 is credible.