The impact of recent bank failures and tighter lending conditions on commercial real estate and CMBS.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Considering the risks recent bank failures pose to markets and how investors might position their portfolios accordingly.
Five key bond valuation metrics for financial professionals and portfolio managers.
High quality investment grade credit may be an avenue for investors to navigate the global economic uncertainty, but regional nuances may emerge.
Hard or soft landing? Pivot or pause? While prospects for the global economy remain in the balance, David Milward, Head of Loans, considers a more predictable element for fixed income investors.
A review of global equity markets in 2022 and the outlook for dividends in the year ahead.
Arguments for a modest rather than severe UK recession and why UK smaller companies are currently looking attractive.
With its December statement, the Federal Reserve reminded markets that much work remains in returning inflation back toward its 2.0% target.
Three reasons why investors should consider adding intermediate-duration bonds back to their fixed income portfolios.
The latest edition of the Janus Henderson Global Dividend Index shows that global dividends reached a third-quarter record of $416 billion.
Assessing emissions can be challenging for non-traditional assets. Closer analysis of carbon data can help better understand climate-related risks in CLOs.