Considering how the U.S. election may influence markets leading up to November and which policies are worth monitoring.
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.
Global equities have been driven by a small number of leading companies, notably the technology giants making up the so-called Magnificent Seven. But the opportunity-set is now broadening out. Here we explore key drivers at play in Europe and Japan, as covered by portfolio managers Tom O’Hara, Rory Stokes, and Julian McManus at the recent
Hear the views of our asset class heads on market drivers for the second half of the year.
Janus Henderson's recent Global Investment Summit explored growth drivers in equities, highlighting key investment themes and opportunities across the market capitalization spectrum.
We look under the hood of a seemingly strong nonfarm payrolls (NFP) number and offer insights to help investors position for the Fed’s likely policy response.
Investors have the opportunity to position fixed income allocations to capitalize on the likely divergence of developed market monetary policies.
While stickier-than-expected inflation undoubtedly alters the timing of rate cuts, it likely does not affect the Fed’s goal of eventually easing restrictive policy.
An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.
Consistent policy should temper investor concern regarding the most unfavorable economic outcomes.
With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
Portfolio Manager Dan Siluk identifies which regions have too much loosening priced in, and which have too little.