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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?
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.
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.
What do higher oil prices mean for the energy sector?
The Russia/Ukraine conflict has highlighted the tight supply/demand balance for global crude, with important implications for energy stocks.
Research in action: can the energy recovery continue?
Tight supply and strong demand have caused fossil fuel prices to rise – and improved the prospects of energy stocks.
Markets hinge on inflation and eventual pace of rate hikes
The shift toward tighter monetary policy has been – and likely will continue to be – a dominant theme in financial markets.
Russia/Ukraine: Implications from an EM Investment Perspective
Considering the investment implications for equity and debt markets due to the Russia-Ukraine situation.
Equities: choppy waters likely until policy path becomes clearer
A shift in US Federal Reserve policy has battered equity markets. What comes next will depend on how the central bank navigates the next few months.
Fed to the market: one step closer
With an initial rate hike just around the corner, attention now turns to how the Federal Reserve will manage its balance sheet reduction.