Financial markets will have ups and downs regardless of who wins the election this November.
Why Your Financial Plan Should Be Apolitical
The regulatory and policy landscape for Big Tech
Large tech companies face a shifting regulatory and geopolitical landscape; is it possible for potential policy changes to slow the sector’s strong run?
Investment considerations of a bipolar world
Daniel Graña, Emerging Market Equity Portfolio Manager, believes that the beginning of the end of the post-Cold War order and the rise of an assertive China have enormous investment implications.
Janus Henderson Comment: Brexit – A messy divorce
Brexit: A messy divorce says Paul O’Connor, Head of Multi-Asset at Janus Henderson Investors Official Brexit talks resume this week, with little sign of any progress being made towards compromise and no apparent softening of position on either side. Time is running out for a deal to be established by the year-end deadline, when the
Income diversification in the time of coronavirus Copy
Laura Foll, UK income equities portfolio manager, highlights the role of diversification in an investing environment of continuing uncertainty.
Income diversification in the time of coronavirus Copy
Laura Foll, UK income equities portfolio manager, highlights the role of diversification in an investing environment of continuing uncertainty.
Election Insights: Options-Implied Analysis of U.S. Presidential Election
After the recent party conventions, the options market continues to favor a Biden victory – but does not see his chances of winning increasing.
A “monetarist” inflation forecast
G7 inflation could rise to 4-5% in 2021-22 barring a rapid reversal of the recent surge in broad money, argues Simon Ward, Economic Adviser.
Options-Implied Analysis of U.S. Presidential Election
After the recent party conventions, the options market continues to favor a Biden victory – but does not see his chances of winning increasing.
Quickview: Just how bad is this recession?
Following the release of the National Accounts, Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest Team, puts the recession in context and discusses the road ahead.