LATEST INSIGHTS
Another step towards policy tightening – with a caveat
Cautioning 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. Investors face a similar balancing act in navigating the central bank policy divergence that is set to characterise 2022 and beyond.
ESG 101: untangling the performance conundrum
Recent research calls into question investors’ concerns that incorporating ESG always means sacrificing returns.
‘Swissie’ causing headaches for its central bank
The Swiss franc is on an appreciating trajectory versus the euro. What can the central bank do to stem the rise?
Global dividends reached new record in 2021
The latest edition of the Janus Henderson Global Dividend Index shows that global dividends made a strong recovery in 2021.
Repricing Risk: How Might the Ukraine Conflict Impact Financial Markets?
Paul O’Connor, Head of the UK-based Multi-Asset team, provides a short overview of his thoughts on the potential impact of rising commodity prices on the global economy, particularly in Europe.
Decarbonisation in emerging markets: a new index to track progress
Janus Henderson has created a new decarbonisation index for emerging markets, with an initial report covering Latin America.
Russia Ukraine market impact – a week on
A little over a week on from the beginning of the conflict, Ben Lofthouse, Head of Global Equity Income, explores how markets have reacted.
What’s changed ‒ and hasn’t ‒ for large caps?
Has the fundamental picture for US large-cap stocks changed in a shifting macro environment?
Ukraine investment considerations: time in the market beats market-timing
What history can teach us about the potentially costly effects of making drastic portfolio changes during uncertain times.
Things have changed: the options market suggests monetary tightening to moderate
Option markets indicate that the Ukraine crisis will result in a slower pace of monetary tightening.
Evaluating the market impact of the Russia/Ukraine conflict: a multi-asset view
Paul O’Connor, Head of the UK-based Multi-Asset Team, addresses the initial market response to events unfolding in Eastern Europe.