Assessing the market reaction to President Trump’s tariffs and where we’re seeing opportunities as a result of the dislocation.
Insights
Are we back to the 1890s with the new “liberation day” tariffs?
David Elms, Head of Diversified Alternatives, explores the potential strategic advantages of multi-strategy investing in uncertain times.
Rather than favoring U.S. stocks at any price, investors may want to prioritize a global approach focused on valuation and free-cash-flow growth.
How fixed income markets are responding to Trump’s sweeping tariffs.
Can diversification help investors to ride out the uncertainty as US tariffs reshape global trade dynamics?
Jay Sivapalan, Head of Australian Fixed Interest and Emma Lawson, Fixed Interest Strategist - Macroeconomics share their views on the US tariff announcements and the potential economic and investment implications.
Can an allocation to smaller companies help investors to capitalise on the ongoing shifts in global supply chains?
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Key considerations for investors as markets await clarity on the Trump administration’s evolving tariff agenda.
After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.