Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
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.
In our latest podcast, hear from Janus Henderson’s investment teams on the themes shaping the 2019 investment landscape.
Even as geopolitics lead to market volatility, we’re still finding secular growth stories that could outlast the latest trade spat or election.
Why Portfolio Manager George Maris is keeping a sharp eye on trade disputes in the second half of 2019.
Alex Crooke, Michael Ho and Jim Cielinski explore the key themes shaping the investment landscape for the second half of 2019.
Which themes are shaping the 2019 investment landscape? Read the thinking of our investment teams in the Janus Henderson Mid-Year Market GPS.