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China’s Trilemma and the Renminbi’s Fall
China Macroeconomics

China’s Trilemma and the Renminbi’s Fall

The renminbi’s resilience has faltered as appetite for Chinese assets has turned.

Global Perspectives Podcast: The High Is Back in High Yield
Credit Macroeconomics

Global Perspectives Podcast: The High Is Back in High Yield

Recession risks and rising rates have lifted yields on high yield bonds, so are these concerns now largely priced in?

The UK’s Dovish Turn: The £ Gets Pounded

The UK’s Dovish Turn: The £ Gets Pounded

The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.

In Accelerating Policy Normalization, Fed Seeks to Reaffirm Credibility

In Accelerating Policy Normalization, Fed Seeks to Reaffirm Credibility

In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.

Inflation: No Rerun of That ’70s Show

Inflation: No Rerun of That ’70s Show

Why we believe inflation is much less rooted than the recent central banker rhetoric would indicate.

Market Volatility Amplifies Themes in Industrials

Market Volatility Amplifies Themes in Industrials

Considering long-term themes in industrials during the latest stretch of market volatility.

Bullish Inversion: A Novel Take on the Flattening Yield Curve

Bullish Inversion: A Novel Take on the Flattening Yield Curve

Contrary to conventional wisdom, equities investors should interpret an inverted yield curve as a potentially positive development.

Global Perspectives: How Much Is Stagflation a Concern for REITs?

Global Perspectives: How Much Is Stagflation a Concern for REITs?

Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.

Research in Action: Tech’s Mega Themes Show No Signs of Slowing
Macroeconomics Technology

Research in Action: Tech’s Mega Themes Show No Signs of Slowing

Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.

Sovereign Debt Levels Hit New Records in 2021
Macroeconomics

Sovereign Debt Levels Hit New Records in 2021

Janus Henderson’s Sovereign Debt Index shows that global government debt jumped to $65.4 trillion in 2021.

Equity Income Investing: Key Market Drivers

Equity Income Investing: Key Market Drivers

Key market drivers from the first quarter and key themes to watch going forward.

The Fog of War: A Multi-Asset View

The Fog of War: A Multi-Asset View

The prospects for financial markets as investors contend with market uncertainty around central bank hawkishness, the war in Ukraine and lingering Chinese concerns.