The view here is that the MPC should have cut Bank rate at its meeting last week.
Head of EMEA and Asia Pacific Equities Lucas Klein and Head of Americas Equities Marc Pinto argue that progress on the trade impasse, further monetary easing, pro-growth reforms, and an innovation revolution should all prove supportive to equities over the mid term once the market moves past near-term volatility.
Nick Watson, fund manager for the UK-based multi-asset team, concludes his ‘match report’ for the performance of Janus Henderson’s Multi-Asset Core Income range in 2018.
CEO Ali Dibadj provides an update on the three macro drivers we believe will shape markets in the second half of 2025 and how Janus Henderson is helping clients position for a brighter investment future.
Nick Watson, fund manager for the UK-based multi-asset team, provides his ‘match report’ for Janus Henderson’s Multi-Asset Core Income range in 2018. In this article, he looks at the divergent market forces that drove performance.
Catherine Boyd, Global Head of Responsibility Strategy & Operations, unpacks global climate and nature reporting standards, discussing how they enable investors to make informed investment decisions on financially material factors.
Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, discusses the implications of the US Federal Reserve’s new dovish stance and questions whether patience is always the best approach.
Junichi Inoue, Head of Japanese Equities, contemplates the implications of tariffs on Japanese companies and questions whether the complexities of trade negotiations will lead to a positive outcome.
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.
US trade policy uncertainty has led to a sharp rise in yields for high yield bonds. Fixed Income Portfolio Managers Brad Smith, Brent Olson and Tom Ross consider what current yield levels might mean for investors and whether it may be an opportune time to consider an increased allocation.
UK broad and narrow money measures continue to surge, with growth now significantly above that in the Eurozone – a reversal of the norm in recent years. This suggests strong near-term prospects for domestic demand and support for UK equity prices but at the likely cost of a sizeable deterioration in the balance of payments combined with much higher inflation.
Amid a volatile and uncertain environment for global stocks following the US tariffs bombshell, the Global Technology Leaders Team highlights what is driving their thinking and investment decisions
Global industrial momentum appears to have peaked and is forecast to move lower into Q2. This poses a risk to reflation-positioned markets.
With US President Trump's unprecedented tariff regime reshaping global trade, sparking market volatility, and prompting strategic recalibrations among global investors, our portfolio managers share insights on the longer-term implications for financial markets.
With Georgia’s Senate run-off vote offering a final, dramatic twist in the US election, what would it mean if Peach State voters hand power to the Democrats? Paul O’Connor, Head of the UK-based Multi Asset Team, considers the ramifications of a potentially seismic political result.
Portfolio Manager Richard Clode discusses President Trump’s latest semiconductor restrictions, which are advancing the shift towards AI chip deglobalisation.
The stabilisation of US economic growth amid unprecedented fiscal and monetary stimulus has raised questions about the likelihood of inflation returning. Jim Cielinski, Global Head of Fixed Income, and Andrew Mulliner, Head of Global Aggregate Strategies, both members of the Fixed Income Investment Strategy Group (ISG), explain why they do not see significant risks of sustained higher inflation materialising in the next few years, though caution that short-term spikes are possible and investors should evaluate the diversity that their fixed income portfolios provide.
Junichi Inoue, Head of Japanese Equities, is feeling hopeful. While cherry blossoms’ beauty may be fleeting, savvy investors are more likely to appreciate the perennial allure of Japanese stocks.
This year’s surge in global broad money is expected here to result in a significant inflation pick-up in 2021-22. The timing, magnitude and sustainability of this rise, however, are uncertain, the latter depending importantly on the extent to which broad money trends normalise over coming quarters.
A team of Janus Henderson Portfolio Managers and Research Analysts share their insights from a recent trip to an ascendant India.