Welcome to the second edition of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Perspectives on volatility, tariffs, AI, and U.S. consumer strength.
Exploring the intricate landscape of Germany's ambitious reform agenda.
The Fed answered the question of whether it’s time to resume rate cuts but invited new questions concerning inflation and its future policy path.
How corporate efficiency is supporting profitability and earnings growth.
Assessing Fed Chair Powell’s speech at Jackson Hole and the implications for fixed income investors.
The grind tighter in credit spreads has continued unabated. How can investors navigate this environment as uncertainties remain?
How a strategy of fiscal stimulus and regulatory easing can help to transform competitiveness for industries across Europe?
Welcome to the inaugural issue of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team.
Despite weak jobs data, we consider the economy to be on solid footing and remain focused on the long-run tailwinds that may be created through policy change and secular growth drivers.
Despite somewhat sticky inflation and a recent softening in the labor market, the majority of U.S. households are in a stronger financial position than they were pre-COVID.