The French President’s surprise calling of a snap election in response to a stronger showing from the far right in the European election has driven volatility in French bonds. Hear from Janus Henderson’s credit team on whether this represents an opportunity or risk.
The building blocks are moving into place for European mid-caps to come back into focus.
The backdrop for Japanese listed property stocks looks supportive for a revival in the asset class.
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
In their mid-year outlook, Marc Pinto and Lucas Klein explain why they see a growing opportunity set in stocks.
Jim Cielinski explores the income opportunity amid rates uncertainty.
Hear the views of our asset class heads on market drivers for the second half of the year.
With inflation once again showing signs of easing, the Fed appears on track to cut policy rates – just not yet.
Please watch this Euro Investment Grade Credit Strategy update delivered by Tim Winstone, Portfolio Manager which took place on 12 June.