The material costs of frittering away the U.S. dollar’s reserve currency status must be considered in any trade rebalancing.
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.
Can diversification help investors to ride out the uncertainty as US tariffs reshape global trade dynamics?
Key considerations for investors as markets await clarity on the Trump administration’s evolving tariff agenda.
Welcome to the inaugural issue of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team.
Assessing market reactions to the Trump administration’s recently imposed tariffs.
In assessing tariffs’ potential economic impact, investors need to understand President Trump’s motivations and where compromise can be reached.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
We see three macro drivers that investors must expertly navigate in 2025 and beyond. Explore our thinking on positioning for a brighter investment future.
By taking a multi-asset and global approach, investors can uncover attractive opportunities for excess returns in 2025.
Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.
A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.