Generating income in the new normal
This paper looks at how profits and dividends have performed over the last two years and explores the factors that have led to the divergence in performance between sectors and regions.
Tom Lemaigre, CFA
Tom Lemaigre is a Portfolio Manager on the European Equities Team at Janus Henderson Investors, a position he has held since 2022.
Evaluating the market impact of the Russia/Ukraine conflict: A multi-asset view
Paul O’Connor, Head of the UK-based Multi-Asset Team, addresses the initial market response to events unfolding in Eastern Europe.
Evaluating the Market Impact of the Russia/Ukraine Conflict: A Multi-asset View
Paul O’Connor, Head of the UK-based Multi-Asset Team, addresses the initial market response to events unfolding in Eastern Europe.
Markets hinge on inflation and eventual pace of rate hikes
The shift toward tighter monetary policy has been – and likely will continue to be – a dominant theme in financial markets.
Things Have Changed: The Options Market Suggests Monetary Tightening to Moderate
Option markets indicate that the Ukraine crisis will result in a slower pace of monetary tightening.
Things have changed: the options market suggests monetary tightening to moderate
Option markets indicate that the Ukraine crisis will result in a slower pace of monetary tightening.
Evaluating the market impact of the Russia/Ukraine conflict: a multi-asset view
Paul O’Connor, Head of the UK-based Multi-Asset Team, addresses the initial market response to events unfolding in Eastern Europe.
Russia/Ukraine: implications from an EM investment perspective
Considering the investment implications for equity and debt markets due to the Russia-Ukraine situation.