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.
Multi-Asset Quarterly Outlook: Fortunes diverge as the cycle extends
An effective combination: Fixed maturity bond portfolios
The physical world is replete with examples of how combining things can create something special – the same can be true in the world of finance.
Kirk Leslie
Kirk Leslie is an SMA & Models Portfolio Specialist with the Specialist Consulting Group at Janus Henderson Investors.
Ruben Gonzalez, CPFA
Ruben Gonzalez is a Defined Contribution Specialist, East division, with the Specialist Consulting Group at Janus Henderson Investors.
Short-Term Fixed Maturity Bond Fund (EUR) 1 – Carousel
Postcard from Asia: India and Indonesia
They may be far apart, but India and Indonesia have been through similar economic transformations. Here, Sat Duhra of Henderson Far East Income Limited explains the investment case for each…
Absolute returns: two decades of balancing growth and risk
How do you construct an absolute return strategy to stand the test of time?
Philip Neuschäfer
Why healthcare stocks could catch a break this election year
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
Australian economic view – April 2024
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.