Latest Insights
When the rising tide that lifts all boats subsides
This year’s bond market selloff exposed the risks embedded in relative-return strategies tethered to market cap-weighted benchmarks.
The UK’s dovish turn: The £ gets pounded
The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.
In accelerating policy normalisation, Fed seeks to reaffirm credibility
In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.
Inflation: no rerun of that ’70s show
We believe that inflation is much less rooted than the recent central banker rhetoric would indicate, and that conditions are ripe for a near-term moderation in price rises.
Research in Action Podcast: Tech’s mega themes show no signs of slowing
Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.
Five questions fixed income investors are asking in 2022
Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.
Sovereign debt levels hit new records in 2021
Janus Henderson’s Sovereign Debt Index shows that global government debt jumped to US$65.4 trillion in 2021.
Opposing Forces
A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.
Caution Merited in an Increasingly Uncertain Market
Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.
I’ll have one of everything, please The case for a more diversified fixed income portfolio
What is the outlook for economic growth and how can investors ride out the risks?
Equity income investing: key market drivers
Key market drivers from the first quarter and key themes to watch going forward.
Global stocks provide clues to accelerating inflation
Equity market signals and economic data indicate US consumers are tolerating higher energy prices – for now.