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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
From the Janus Henderson Global Media Conference: Positioning portfolios for changing market conditions.
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?
A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
When Forecasts Fall Short, Humility and Diversity are Key
On the challenges of forecasting interest rates in uncertain markets.
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
Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.
Credit market’s brave new world
Can corporate bond markets sustain their improved trajectory as support measures are lifted?
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 copper prices have recently been hitting record highs, and implications for investors.
REITs: Potential for Innovation and Growth
How REITs fared through the pandemic and how they are positioned as economies reopen.
A unique recovery: the handoffs commence
Direct of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks