The unfolding geopolitical crisis lays bare the challenges central banks face when managing economic growth and inflation expectations.
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.
Despite the volatile macro environment, the Research Team continues to see compelling opportunities across sectors shaped by powerful secular themes.
Considering how a tentative U.S.-Iran ceasefire could impact oil prices and energy stocks.
Since last April, small-cap and value stocks have outperformed large-cap growth and big tech. Can the rotation continue?
Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.
While the Fed continues to face risks to both sides of its dual mandate, recent comments reveal growing concerns about inflation.
Volatile markets are changing the rules. Could trend following be the new anchor for portfolios?
Insights from the Janus Henderson Investment Conference in Abu Dhabi in January on geopolitics, AI and why active investing matters in today’s equity markets.
Assessing the positive and negative aspects of the February CPI report and the implications for fixed income investors.
What are the market implications of sustained conflict with Iran, from energy shocks to inflation pressures?
The severity and duration of crude oil price volatility depend upon how the conflict could impact energy infrastructure and/or shipping in the Strait of Hormuz.