The recent pace of decline of the OECD’s reliable US leading indicator is on a par with prior downturns, argues Simon Ward, Economic Adviser.
More recession-consistent US data
Credit’s response as the policy brakes tighten
As central banks seek to put the brakes on higher inflation, how is this affecting credit markets?
Walking the QT tightrope
Supporting actors don’t usually steal the show, but quantitative tightening has a disruptive reputation.
Research in action: EVs drive into a new lane for investors
As demand for electric vehicles (EVs) solidifies, the next big question for investors will be supply.
Bond markets: A historically significant week
Jay Sivapalan discusses what just happened in bond markets and how the Janus Henderson Australian Fixed Interest team are positioning portfolios in the current environment.
Ali Dibadj
Ali Dibadj is Chief Executive Officer of Janus Henderson Investors.
Opportunities expand as emerging markets evolve
How the war in Ukraine has impacted emerging markets (EM) and where we see potential opportunities.
The Outlook for Fixed Income Hinges on Inflation
Why inflation remains the hinge point for fixed income.
The City of London Investment Trust Fund Manager Commentary – May 2022
Job Curtis, Portfolio Manager of The City of London Investment Trust, provides an update on the Trust highlighting the key drivers of performance, recent portfolio activity, and factors currently affecting the market.
Navigating pandora’s box
Tom O’Hara, Portfolio Manager of Henderson European Focus Trust provides an update on the Trust, highlighting the key drivers of performance year-to-date, the challenges businesses and consumers are facing, and outlines the risks to watch as the year progresses.