Nick Maroutsos, Co-Head of Global Bonds, shares his views on fixed income markets, discussing factors such as US interest rates and liquidity in 2019, as well any changes to portfolio strategy in the coming year.
Balanced portfolio manager Marc Pinto looks at the prospects for domestic US equities, following a turbulent 2018, and some of the themes that he believes could create value over time. He also considers some of the key issues facing fixed income markets.
The UK parliament voted on several amendments to the Brexit withdrawal agreement yesterday — only two were passed. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the outcome of the votes and the implications for the next round of negotiations on Brexit.
The Janus Henderson Global Emerging Market Equities Team recently visited Taiwan, a country that has been a source of high-quality companies over the years. Here the team examines key findings, risks and opportunities from the trip.
The Federal Reserve held its benchmark rate steady today and said it would take a wait-and-see approach to future rate hikes. Co-Head of Global Bonds Nick Maroutsos believes the central bank’s decision likely signals the end of the tightening cycle in the U.S.
The Federal Reserve held its benchmark rate steady and said it would take a wait-and-see approach to future rate hikes. Co-Head of Global Bonds Nick Maroutsos believes the central bank’s decision likely signals the end of the tightening cycle in the US.
Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, assesses how sometimes going backwards takes you further forward, as Prime Minister Theresa May secures a rare victory in parliament.
Recent Euroland money / credit news has been a mixed bag. The assessment here is that economic momentum is likely to remain weak but a region-wide recession will be avoided barring an external shock.
With a number of headwinds facing markets in 2019, it can be hard to see the wood for the trees. Alex Crooke, Fund Manager of The Bankers Investment Trust, explains how his team approaches the complexities of global stock markets.
Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, share what they believe will be the key factors in fixed income markets in 2019.