Insights
NAIT
The North American Income Trust plc
Insights
Expert thinking for better investment and business decisions.
Insights Articles
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A rotation opportunity in tariff-driven volatility
Jeremiah Buckley, co-manager of The North American Income Trust, discusses his perspective on the potential impact of President Trump's tariffs..
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Letter from America: Trump’s truckload of tariffs
The managers of The North American Income Trust discuss a busy two months for US markets…
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Q&A: The North American Income Trust – year in review
In this article, we ask NAIT’s managers Jeremiah Buckley and Fran Radano about the implications of a volatile year in the US and the outlook for 2025…
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A unique view of the US: Janus Henderson Investors
Introducing the Janus Henderson North American equities team to the North American Income Trust.
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The North American Income Trust – Half-Year Results 2024
Jeremiah Buckley, fund manager, discusses the half-year results for The North American Income Trust and the changes to the portfolio since Janus Henderson Investors became AIFM on 1 August 2024.
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Quick View: History is written by the victors – in this case, the Fed
Dan Siluk, part of Janus Henderson’s fixed income team, believes that Federal Reserve (Fed) Chairman Jerome Powell earned the right to take a bow at the recent Jackson Hole Symposium