Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Nick Maroutsos, Co-Head of Global Bonds, discusses how the macroeconomic landscape is shaping his team’s investment decision-making.
A Q&A on how trade friction; environmental, social and governance (ESG) factors; and demographic issues are impacting financial markets in China.
While the near-term outlook for the global economy remains weak, some signs indicate that 2020 may be a recovery year.
Portfolio Manager Paul O’Connor discusses the U.S.-China trade war’s impact on financial markets and shares his global outlook.
George Maris, Co-Head of Equities – Americas, discusses why the markets reacted so dramatically to the recent escalation in the U.S.-China trade war.
Ama Seery of the global Sustainable and Responsible Investment (SRI) Team discusses the humanitarian and investor concerns related to cobalt mining.
The Janus Henderson Global Snapshot explores themes driving markets, trends to watch, market metrics and an outlook for regions and sectors at quarter end.
Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the implications of Boris Johnson’s appointment as UK prime minister.
How might the rise of populism impact financial markets? Our thought leaders offer insights from an equities and fixed income perspective.
Why the ceasefire reached between the U.S. and China at the G20 summit in Osaka, Japan, does not necessarily mean an end to the trade war.
Even as geopolitics lead to market volatility, we’re still finding secular growth stories that could outlast the latest trade spat or election.
Alex Crooke, Michael Ho and Jim Cielinski explore the key themes shaping the investment landscape for the second half of 2019.