The key events of 2022, the challenges and surprises faced by the economy and what to expect in the year ahead.
The Australian economy – back on track in 2023?
When will the Fed start cutting rates?
Economist Simon Ward sees a potential shift in US Federal Reserve policy from tightening to easing in Q1 2023.
When will the Fed start cutting rates?
Economist Simon Ward sees a potential shift in US Federal Reserve policy from tightening to easing in Q1 2023.
Research in Action: US retail goes on sale, but the payoff may arrive after the holidays
Retailers are expected to offer plenty of discounts during the US holidays. Will their stocks be a bargain, too?
For diversification, are alternatives ‘simply the best’?
Alistair Sayer revisits his thoughts on why investors’ need for real diversification in their portfolios could be a long-term driver of demand for liquid alternatives.
OLD 2023 GPS template: video
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Caroline Escobar, CFA
Caroline Escobar is an Associate Analyst at Janus Henderson Investors primarily focused on the consumer sector. Prior to rejoining Janus in 2016 as a research associate, Caroline was a finance assistant at The National Retail Federation, where she performed financial analysis on the federation’s activities and managed councils of retail industry finance executives. Before that,
Research in Action: Retail goes on sale, but the payoff may arrive after the holidays
Retailers are expected to offer plenty of discounts during the holidays. Will their stocks be a bargain, too?
The Henderson Smaller Companies Trust – No light at the end of the tunnel yet
Recently commissioned research from Edison highlights why now is the time to consider The Henderson Smaller Companies Investment Trust (HSL).
This research explores the macro and micro economic factors currently affecting UK smaller-and-medium sized businesses, including elevated inflation, higher interest rates, and the ongoing war in Ukraine, and how portfolio manager Neil Hermon is navigating this challenging backdrop.
Retirement Confidence Report: Opportunities to strengthen client relationships
How findings from Janus Henderson’s 2022 Retirement Confidence Report can help financial professionals guide clients through a challenging market environment.