The ‘Trump trade’ has impacted European equity markets, but reduced uncertainty following the election could be a tailwind for stocks in the region.
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Signals embedded in options markets indicate essentially a toss-up, with a very slight edge for former President Trump.
A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.
While U.S. consumer loan balances, which include credit cards and other revolving plans, recently surpassed $1 trillion for the first time in history, the rise in debt tells only half the story.
Sales of GLP-1 weight loss drugs are growing 50% annually, with more research and development underway that could extend growth.
Uncertainty usually rises leading up to elections, but the actual result may help to reduce investor anxiety and market volatility.
A recent trip to India highlighted the country’s progress in building out key infrastructure, setting the stage for future growth.
We explore the electoral setback for Japan’s Liberal Democratic Party, as the country navigates political uncertainty and market instability.
The Market GPS Multi-Asset Quarterly highlights key drivers and shares the Multi-Asset Team’s dashboard that informs their positioning.
Here we explore how integration of financially material ESG risks and opportunities helps Janus Henderson deliver client outcomes.
Here we compare active ETFs and mutual funds, highlighting the benefits of both and flagging the key questions investors need to ask.