For Institutional Investors in the US
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U.S. Fixed Income: Finding a Balance in Rates and Inflation
Why continued uncertainty reinforces the value of maintaining an allocation to high-quality bonds.
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Investor versatility will be key as the economic recovery faces a fresh set of challenges.
Inflation, slowing growth, shifts in government policy and the Delta variant have combined to make this one of the most uncertain periods in recent memory for investors.
Considering the short-term market outlook as governments and central banks struggle to deal with a more complex tangle of macro influences.
After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.
From the Janus Henderson Global Media Conference: Positioning portfolios for changing market conditions.
From the JHI Global Media Conference: The importance of building diversified portfolios to provide resilience.
From the JHI Global Media Conference: A look at the short-term opportunities created by money flows.
With the economy strengthening, policy makers may be less willing to backstop market wobbles, presenting a new dynamic for equity investors.
Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.
Assessing the recent shift in tone in equity markets and the key themes driving volatility.
Dissecting the reflation narrative as we head into the spring/summer inflation surge and vaccine-driven reopenings of 2021.
The complexities of the economic recovery have led to an ongoing push-pull in equity markets.