LATEST INSIGHTS
Subscribe for relevant insights delivered straight to your inbox
Opposing Forces
A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.
Caution Merited in an Increasingly Uncertain Market
Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.
I’ll have one of everything, please The case for a more diversified fixed income portfolio
What is the outlook for economic growth and how can investors ride out the risks?
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
Key market drivers from the first quarter and key themes to watch going forward.
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.
Global Stocks Provide Clues to Accelerating Inflation
Equity market signals and economic data indicate U.S. consumers are tolerating higher energy prices – for now.
Keep Calm and (Commodity) Carry On
Geopolitical tensions and an outbreak of inflationary expectations have flowed into a less sanguine environment for all asset classes, including commodities.
The Case for Energy Stocks
The Russia/Ukraine conflict has highlighted the tight supply/demand balance for global crude, with important implications for energy stocks.
A Tale of Two Hikes
Considering the implications of a divergence in tone among central banks seemingly on the same path.
Another Step toward Policy Tightening – with a Caveat
We caution against classifying the Fed’s interest rate “liftoff” decision as being unequivocally hawkish.
The Balancing Act: Navigating Central Bank Policy Divergence
The challenge for central banks has grown more complicated with volatility in bond markets and mounting inflationary pressures.