What Trump’s nomination of Kevin Warsh as the next Fed chairman could mean for markets and the future path of monetary policy.
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A stabilizing U.S. labor market gives the Fed room to wait and see whether inflation resumes its downward path.
Four reasons to be bullish on MBS in 2026.
As the Trump administration enters its second year with a focus on affordability, investors must consider what the president’s latest policies will mean for markets.
Greg Wilensky discusses why, following an exceptional year across fixed-income sectors in 2025, his outlook for the year ahead is constructive, albeit with a focus on earning carry rather than pursuing significant spread compression.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Join Janus Henderson's investment experts as they discuss the market outlook for 2026, focusing on AI's growth potential, the K-shaped economy, and strategies for managing the higher cost of capital. Learn how to optimise portfolios amidst evolving risks and opportunities.
Although facing risks to both sides of its dual mandate, the Fed prioritized soft jobs data by delivering a quarter-point rate cut.
U.S. auto asset-backed securities present an attractive yield opportunity for investors.
Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.