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Total Corporate Debt Soared to Record High in 2020
Coronavirus Credit

Total Corporate Debt Soared to Record High in 2020

Companies took on record new debts totaling $1.3 trillion in 2020 as global profits plunged by a third.

The Market’s Tug-of-War: Outlook for U.S. Equities
Coronavirus Volatility

The Market’s Tug-of-War: Outlook for U.S. Equities

From the Janus Henderson Global Media Conference: Positioning portfolios for changing market conditions.

Inflation Outlook: A Celebration of Growth or Central Bank Complacency?

Inflation Outlook: A Celebration of Growth or Central Bank Complacency?

From the JHI Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.

Come on Down: Is Inflation Priced Right?

Come on Down: Is Inflation Priced Right?

A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.

Rising Interest Rates, Inflationary Regimes and CTA Returns

Rising Interest Rates, Inflationary Regimes and CTA Returns

A discussion on the impact of rising rates on traditional asset classes and trend-following strategies.

When Forecasts Fall Short, Humility and Diversity are Key

When Forecasts Fall Short, Humility and Diversity are Key

On the challenges of forecasting interest rates in uncertain markets.

Growth? Value? Just Fundamentals Please…

Growth? Value? Just Fundamentals Please…

A look at the dominance of thematic market factors in determining market movements since the start of the pandemic.

Not Your Traditional Cycle

Not Your Traditional Cycle

Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.

Markets Shift Their Tone as Economies Reopen
Coronavirus Volatility

Markets Shift Their Tone as Economies Reopen

Assessing the recent shift in tone in equity markets and the key themes driving volatility.

Why Have Copper Prices Reached All-Time Highs?

Why Have Copper Prices Reached All-Time Highs?

Why copper prices have recently been hitting record highs, and implications for investors.

REITs: Potential for Innovation and Growth

REITs: Potential for Innovation and Growth

How REITs fared through the pandemic and how they are positioned as economies reopen.

Can Corporate Cash Drive Further Market Growth?
Coronavirus

Can Corporate Cash Drive Further Market Growth?

Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?