Considering whether Japan could join other developed market peers in the exit from accommodative policy.
Will Japan Join the Tightening Party?
Central banks up the tempo as inflation worries persist
We are seeing a pivot in central bank policy, notes Global Bonds Portfolio Manager Andrew Mulliner, following the BoE and ECB meetings on 3 February, as markets price in a policy error in the UK.
Will Japan join the tightening party?
The inflation narrative in Japan is shifting to focus on upside risk. Portfolio manager Ales Koutny considers whether Japan could join other developed market peers in the exit from accommodative policy.
Decarbonisation in emerging markets index
Perspectives and insights on Mexico, Central America and the Caribbean, and South America.
Is Your Niche Actually Unique?
Distinct from niche marketing, your Unique Business Tranche (UBT) is more akin to a super-niche that narrowly defines with whom you work.
Slowdown forecast maintained, January money data in focus
The monetary signal for the global economy remains negative and investors should discount “strong” US jobs data and a prospective services rebound, argues Simon Ward, Economic Adviser.
Janus Henderson Global Sustainable Equity Webcast
Join Hamish Chamberlayne as he reflects on a year where global equity markets rose to all-time highs as economies and industries looked to accelerate the recovery from the pandemic.
Mid Caps: A New Center of Gravity in U.S. Equity Portfolios
We believe there is an opportunity to move down in cap size and create a new, lower center of gravity in U.S. equity portfolios.
Research in action: FinTech’s extraordinary evolution
A discussion about the rapid changes occurring in FinTech, disruption to industry incumbents and opportunities for investors.
Nelson Peltz
Nelson Peltz has been a Non-Executive Director of Janus Henderson since February 2022.