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Ben Lofthouse, CFA, Head of Global Equity Income and Portfolio Manager at Janus Henderson, talks about global equity investing in a time of political and economic uncertainty.
Nick Maroutsos explains why the Fed will likely not meet its 2019 interest rate target and how investors should position themselves for a more subdued rate path.
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
Credit managers Tom Ross, Thomas Hanson and Seth Meyer contrast the current backdrop for high yield with previous tightening cycles, indicating that dispersion can be the friend of the active investor.
A number of factors are set to influence agency MBS in 2019. Head of U.S. Securitized Products John Kerschner discusses the market’s dynamics and the risks and opportunities on the horizon.
Portfolio Managers Darrell Watters and Mike Keough identify signals indicative of an advancing credit cycle and highlight what to watch in the year ahead.
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John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors that he believes indicate that current inflation is more cyclical than structural.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.
Perkins Chief Investment Officer Greg Kolb shares his equity market insights.
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