Incoming news remains mostly supportive of the view here that economic weakness is spreading to labour markets.
Labour market watch: US / UK weakness
Is it time for Europe to take a front seat?
Investors have continued to favour US equities throughout much of the current long bull market, leaving Europe very much the unloved cousin for global investors. In this article, Portfolio Manager Nick Sheridan considers the value opportunity in European equities as we move further into 2019, against a contrasting backdrop of rising global trade tensions and further measures to stimulate European economies.
Do you remember the Great Financial Crisis?
John Pattullo, Co-Head of Strategic Fixed Income, explains how after the failure of QE to generate any sustainable growth or inflation the dial has turned to various forms of fiscal policy. But as he argues, a successful formula has to combine fiscal and monetary policies with structural reform.
Asian Credit: Where Returns May Actually Match Risk
Co-Head of Global Bonds Nick Maroutsos explains why Asia may be an attractive destination for bond investors as loose developed market monetary policy lingers.
Anti-Competitive a Hard Argument to Make Against Large Internet Platforms
Research Analyst Tom DeLong discusses why large Internet companies are well positioned to withstand potential investigations into anti-competitive behavior.
European Press Day – Panel 1 – Jim Cielinski intro to populism
Jim Cielinski, Global Head of Fixed Income, emphasises the importance of paying attention to the long term and perils of predicting what will happen in the short term in times of geopolitical uncertainty.
The EV revolution – not just a lithium story
Daniel Sullivan, Head of Janus Henderson’s Global Natural Resources Team, discusses how the transition to electric vehicles and growing demand for battery power is shaping the outlooks of key raw materials.
Do Tariffs Impact Small Caps?
Despite their domestic focus, small-cap stocks could still be at risk from rising tariffs, says Portfolio Manager Craig Kempler.
International Institutional
UK Sales & Consultant Relations Contact Information
John Brandt
