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by Nick Maroutsos
The US Federal Reserve lowered its benchmark rate at its September meeting, but is divided about whether further cuts will be needed this year. Co-Head of Global Bonds, Nick Maroutsos, says the stance creates uncertainty for investors and ignores structural challenges in the global economy.
by Brent Olson, Seth Meyer, CFA
by Ashwin Alankar, Ph.D.
The US inflation rate has remained stubbornly low. Still, Ashwin Alankar, Head of Global Asset Allocation, says a combination of factors is helping to set the stage for a potential inflationary shock.
by Paul O'Connor
Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the continuing trade war between China and the US, possible trade conflicts among other countries and how this has shaped his global outlook.
by George P. Maris, CFA
Paul O'Connor, Head of the UK based Multi-Asset Team, examines the market's response to the Fed's first rate cut in over 10 years.
The US Federal Reserve lowered interest rates for the first time in more than a decade. Co-Head of Global Bonds Nick Maroutsos explains why this may be the first of many cuts, and which assets could benefit.
by Jeremiah Buckley, CFA
by Oliver Blackbourn, CFA
Oliver Blackbourn, a Fund Manager on the UK-based Multi-Asset Team, discusses the strong likelihood that the FOMC will deliver a rate cut at their July meeting - and beyond.
by Darrell Watters, Mayur Saigal, Michael Keough
The US Federal Reserve’s policy shifts have helped support markets in 2019. US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, share their views on the likelihood, timing and scale of any rate cuts in the coming months.
Paul O’Connor, Head of the UK-based Multi-Asset Team, shares his views on the meeting between the US and China at the G20 Summit in Osaka and explains why the ceasefire does not necessarily mean an end to the trade war.
An unprecedented level of disruption has created compelling investment opportunities for those who know where to look, notes Jeremiah Buckley, Portfolio Manager on the Janus Henderson Balanced team.
by Jason England, Nick Maroutsos
by John Pattullo
John Pattullo, Co-Head of Strategic Fixed Income, explains how after the failure of QE to generate any sustainable growth or inflation the dial has turned to various forms of fiscal policy. But as he argues, a successful formula has to combine fiscal and monetary policies with structural reform.
Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s decision at its May policy meeting to keep rates steady and why the central bank’s next move could be a rate cut.
In this video update, Portfolio Manager Jeremiah Buckley says that, despite worries about a slowing economy, US companies could deliver growth a while longer.
by Jenna Barnard, CFA
Jenna Barnard, Co-Head of Strategic Fixed Income, explains how and why so many major central banks have been wrong-footed on economic growth in their countries and around the globe.
US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, discuss what the US Federal Reserve's newly dovish stance means for markets.
by Elissa Johnson
The financial press has not been short of alarming headlines on leveraged loans in recent months. Elissa Johnson, Portfolio Manager within Janus Henderson’s specialist loans team headed by David Milward, clarifies some of the negativity in the messages from a European perspective...
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