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‘Gradually then suddenly’ – or how to fall in love with trend following
Just how important is patience for trend following investors? Portfolio managers Mathew Kaleel, Andrew Kaleel and Maya Perone consider the implications of the ‘gradually then suddenly’ phenomenon.
Global dividends reached new record in 2021
The latest edition of the Janus Henderson Global Dividend Index shows that global dividends made a strong recovery in 2021.
Repricing Risk: How Might the Ukraine Conflict Impact Financial Markets?
Paul O’Connor, Head of the UK-based Multi-Asset team, provides a short overview of his thoughts on the potential impact of rising commodity prices on the global economy, particularly in Europe.
Decarbonisation in emerging markets: a new index to track progress
Janus Henderson has created a new decarbonisation index for emerging markets, with an initial report covering Latin America.
Russia Ukraine market impact – a week on
A little over a week on from the beginning of the conflict, Ben Lofthouse, Head of Global Equity Income, explores how markets have reacted.
Global real money squeeze approaching recession threshold
Surging commodity prices and the rouble’s collapse could result in global six-month real narrow money growth turning negative, argues Simon Ward, Economic Adviser.
Inflation dilemma: where now for central banks and fixed income?
Jim Cielinski considers the dilemma for central banks as they are caught between decades-high inflation and an increasingly uncertain growth outlook.
What’s changed ‒ and hasn’t ‒ for large caps?
Has the fundamental picture for US large-cap stocks changed in a shifting macro environment?
Investing in nuclear energy: are we at a new dawn?
Portfolio manager Tal Lomnitzer explains green energy, and explores the challenges and opportunities in uranium, an increasingly relevant topic for ESG investors.
Ukraine investment considerations: time in the market beats market-timing
What history can teach us about the potentially costly effects of making drastic portfolio changes during uncertain times.
Breaking down plastic pollution
Exploring the investment considerations for the responsible use of plastic.
Things have changed: the options market suggests monetary tightening to moderate
Option markets indicate that the Ukraine crisis will result in a slower pace of monetary tightening.