Revisiting the levels of supply related to the AI buildout and implications for credit markets.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight?
The ‘politicisation’ of central banks is more than just an awkward word to pronounce. It reflects a growing political pressure on central banks caused by an evolving macroeconomic and political backdrop. At a recent dinner attended by policy experts, we discussed the changes that have taken place and how this might affect fixed income markets.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
Richard Bernstein explains why it may prove prudent not to follow the risk-taking herd.
Balancing risk and income in a more complex environment.
With credit spreads at historic tights and rates moving higher, investors should focus on resilient yield, as there is limited room for price appreciation.
The physical world is replete with examples of how combining things can create something special – the same can be true in the world of finance.
How geopolitics is creating tactical opportunities within the chemical sector.
Current trends, risks, and opportunities for investors within the office real estate market.
Tom Ross and Tim Winstone, fixed income portfolio managers at Janus Henderson, reflect on why corporate bond markets are resilient in the face of geopolitical tensions.