Reviewing the potential impact of tariffs on US inflation from multiple angles.
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How has Emerging Markets Debt (EMD) matured over the decades?
Can the EU's securitisation reforms stimulate growth in the economy, while still safeguarding financial stability?
Integrating ABS in portfolios is like core-strengthening exercises, enhancing their stability, flexibility, and resilience, while optimising risk-adjusted returns.
Assessing the impact of higher mortgage rates on U.S. homeowners.
Looking at whether bond yields can offer predictive information about total returns from bonds.
Ali Dibadj, CEO, speaks with Janus Henderson’s experts about shifting market dynamics and the growing demand for active management.
Resilient hard economic data give the Fed cover to further observe the possible inflationary impact of still-uncertain tariffs.
The case for multisector bond funds as a core fixed income allocation.
An update on the three macro drivers we believe will shape markets in the second half of 2025.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.