George Maris, Co-Head of Equities – Americas, discusses the recent sell-off in U.S. equities and what it means for investors.
Global Head of Asset Allocation Dr. Ashwin Alankar explains why real rates are behind recent bond and stock market volatility.
Following a sharp sell-off in markets, our portfolio managers share their views on the drivers and implications and discuss the causes of recent volatility.
Alex Crooke, Co-Head of Equities, provides an overview of global equity markets and reflects on the chances of markets rebalancing following significant U.S. equity outperformance.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.
Co-Head of Global Bonds Chris Diaz, CFA, reacts to the recent and dramatic sell-off in longer-dated Treasuries and discusses where rates will go from here.
Subscription-based models that have disrupted the enterprise software market still have a long runway for growth, says Denny Fish.
Co-Head of Global Bonds Chris Diaz sees weakness for the U.S. dollar in 2019 as growth peaks and as budget deficits widen on tax cuts and fiscal spending.
Janus Henderson Balanced Fund Portfolio Manager Marc Pinto, CFA, discusses how the Team is navigating today’s shifting investment landscape.
Head of U.S. Fundamental Fixed Income Darrell Watters and Portfolio Manager Mayur Saigal react to the Fed’s most recent rate hike and discuss what’s to come.
Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.
Norway, the Czech Republic, Colombia currencies have weakened versus the U.S. dollar, euro more than merited by economic performance.