Key considerations for investors as markets await clarity on the Trump administration’s evolving tariff agenda.
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.
Welcome to the inaugural issue of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team.
Welcome to the inaugural issue of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team.
Assessing market reactions to the Trump administration’s recently imposed tariffs.
In assessing tariffs’ potential economic impact, investors need to understand President Trump’s motivations and where compromise can be reached.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
With all eyes focused on the White House, investors must decide what the incoming President’s policies will mean for markets and how to position accordingly. Ahead of the inauguration, we asked our portfolio managers what they think should be front of mind for investors.
Ashwin Alankar explains how forward-looking signals hint at investors being able to source attractive risk premiums across capital markets in 2025 as recession risk in many regions appears muted.
We see three macro drivers that investors must expertly navigate in 2025 and beyond. Explore our thinking on positioning for a brighter investment future.
By taking a multi-asset and global approach, investors can uncover attractive opportunities for excess returns in 2025.
Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.