Assessing Fed Chair Powell’s speech at Jackson Hole and the implications for fixed income investors.
Insights
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The grind tighter in credit spreads has continued unabated. How can investors navigate this environment as uncertainties remain?
Three reasons why longer-dated bonds have struggled during 2025 despite central bank rate cuts.
The tech sector today has significantly evolved from the dotcom era.
New developments around pharmaceutical tariffs and U.S. drug pricing reform suggest the hit to the biopharma industry may, over time, be less than feared.
Exploring the potential interplay between government and corporate debt levels.
Welcome to the inaugural issue of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team.
How the continued evolution and implementation of AI is impacting companies, tech investors, and the global economy.
Despite weak jobs data, we consider the economy to be on solid footing and remain focused on the long-run tailwinds that may be created through policy change and secular growth drivers.
Despite somewhat sticky inflation and a recent softening in the labor market, the majority of U.S. households are in a stronger financial position than they were pre-COVID.
How might investors position themselves to capitalise on the growth of the humanoid robots revolution?