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Russia Ukraine market impact – a week on
A little over a week on from the beginning of the conflict, Ben Lofthouse, Head of Global Equity Income, explores how markets have reacted.
Global real money squeeze approaching recession threshold
Surging commodity prices and the rouble’s collapse could result in global six-month real narrow money growth turning negative, argues Simon Ward, Economic Adviser.
What’s changed ‒ and hasn’t ‒ for large caps?
Has the fundamental picture for US large-cap stocks changed in a shifting macro environment?
Inflation dilemma: where now for central banks and fixed income?
Jim Cielinski considers the dilemma for central banks as they are caught between decades-high inflation and an increasingly uncertain growth outlook.
Russia/Ukraine: Implications for Australian fixed interest
Jay Sivapalan, Head of Australian Fixed Interest, discusses what the unfolding situation in Ukraine means for Australian Fixed Interest and the team’s investment strategies.
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Corporate Credit Peter Harrington-Howes Matthew Bullock Head EMEA Portfolio Construction and Strategy Mario Aguilar De Irmay, CFA Senior Portfolio Strategist Tom Lemaigre Portfolio Manager Switzerland IRF Communications Spain Grupo Albion Latin America Sherlock Communications Italy Verini & Associati France Shan Germany & Austria Dolphinvest Corporate Credit Peter Harrington-Howes Matthew Bullock Head EMEA Portfolio Construction and
Global Dividends Reached New Record in 2021
The latest edition of the Janus Henderson Global Dividend Index shows that global dividends made a strong recovery in 2021.
Investing in Nuclear Energy: Are We at a New Dawn?
Exploring the challenges and opportunities in uranium, an increasingly relevant topic for investors applying ESG considerations.
Peter Harrington-Howes
Peter Harrington-Howes is a Senior Portfolio Strategist at Janus Henderson Investors, a position he has held since 2022.