Tech stocks have come under pressure during months of elevated inflation, but that doesn’t mean the sector’s long-term growth potential has diminished.
How tech stocks can overcome inflation
Chairman Powell’s policy primer
Chairman Jerome Powell delivered a forceful reminder to markets that the Federal Reserve remains focused on price stability.
Global bonds navigator: piloting a soft landing
As central banks balance taming inflation without choking off growth, how could fixed income sectors fare? The Global Bonds Team model scenarios.
ISG Insight: beyond an inflation peak
What happens beyond peak inflation and can central banks navigate a soft landing with their inflation ‘blinkers’ on?
Chairman Powell’s policy primer
Chairman Jerome Powell delivered a forceful reminder to markets that the Federal Reserve remains focused on price stability.
The City of London Investment Trust Fund Manager Commentary – July 2022
Job Curtis, Portfolio Manager of The City of London Investment Trust, provides an update on the Trust, highlighting factors currently affecting the UK market, the key drivers of performance in July, and outlines recent portfolio activity.
ISG Insight: beyond an inflation peak
What happens beyond peak inflation and can central banks navigate a soft landing with their inflation ‘blinkers’ on?
Global dividends surge to a new record in second quarter of 2022
Janus Henderson’s Global Dividend Index shows that global dividends reached an all-time quarterly high of $544.8 billion in Q2 2022.
Janus Henderson Balanced Fund
Cyclical sectors still vulnerable
Cyclical equity market sectors have cheapened against defensive sectors (ex. energy) but monetary / economic conditions suggest that a major relative low is still quarters away, argues Simon Ward, Economic Adviser.