The risk of tariff-induced supply disruptions has raised the stakes for monetary policy error.
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.
Improving EM fundamentals are driving sovereign credit rating upgrades, which have been more than double the number of downgrades so far in 2025.
Despite weak jobs data, we consider the economy to be on solid footing and remain focused on the long-run tailwinds that may be created through policy change and secular growth drivers.
Despite somewhat sticky inflation and a recent softening in the labor market, the majority of U.S. households are in a stronger financial position than they were pre-COVID.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
How has Emerging Markets Debt (EMD) matured over the decades?
Can the EU's securitisation reforms stimulate growth in the economy, while still safeguarding financial stability?
Assessing the impact of higher mortgage rates on U.S. homeowners.
Ben Wallace and Luke Newman explore the complexities of long-short equity strategies, focusing on market rationality and risk management.
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.