Assessing the impact of higher mortgage rates on U.S. homeowners.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The US dollar influences the EMD Hard Currency asset class, but the relationship is complicated. What are the underlying drivers of the relationship?
Ali Dibadj, CEO, speaks with Janus Henderson’s experts about shifting market dynamics and the growing demand for active management.
Resilient hard economic data give the Fed cover to further observe the possible inflationary impact of still-uncertain tariffs.
The case for multisector bond funds as a core fixed income allocation.
An update on the three macro drivers we believe will shape markets in the second half of 2025.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
What Moody’s U.S. credit rating downgrade could mean for the Treasury market, the Fed, and fixed income investors.
A discussion on how market volatility creates opportunity for collaborative multi-asset teams and where we are finding value in equity and fixed income today.
Considering the potential implications of April’s inflation print for the bond market, the Fed, and fixed income investors.
A new paradigm founded upon fewer rules-based US policies points to a more uncertain global economy and could even signal US recession, but what does it mean for the emerging markets?