Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.
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.
Signals embedded in options markets indicate essentially a toss-up, with a very slight edge for former President Trump.
Uncertainty usually rises leading up to elections, but the actual result may help to reduce investor anxiety and market volatility.
In this series of short video interviews, Ali Dibadj, CEO, speaks with Janus Henderson’s experts about how they are investing together with clients for a brighter future.
This week's chart to watch spotlights the contrast between U.S. rate cut expectations and the broad economic growth trajectory.
Signals embedded in options markets indicate a closer race for the White House than suggested by consensus polling data.
In light of recent developments in the U.S. presidential campaign, signals embedded in options markets now indicate nearly even odds between President Biden and former President Trump.
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
Hear the views of our asset class heads on market drivers for the second half of the year.
April’s CPI report keeps hopes for a summer rate cut alive, but are investors underestimating the rate trajectory through 2026?
The potential strategic pitfalls of sitting in cash.