While stickier-than-expected inflation undoubtedly alters the timing of rate cuts, it likely does not affect the Fed’s goal of eventually easing restrictive policy.
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An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.
Signals within options markets indicate that artificial intelligence could lead to higher levels of productivity, profitability, and real interest rates.
Consistent policy should temper investor concern regarding the most unfavorable economic outcomes.
With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
Portfolio Manager Dan Siluk identifies which regions have too much loosening priced in, and which have too little.
How will the investment landscape shift in light of higher borrowing costs?
Tim Marshall, explores why geography is so important in shaping global tensions, while Janus Henderson CEO Ali Dibadj provides his take on the implications for investors.
Oliver Blackbourn and Adam Hetts discuss what 2024 holds for investors.
The Economist Intelligence Unit (EIU) explores the shift back to in-office working and the uptake of AI while Janus Henderson CEO Ali Dibadj looks at what it means for investors.
The Economist Intelligence Unit explores some of the data behind geopolitics while CEO Ali Dibadj provides his perspective on what it means for investors.