Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
While the near-term outlook for the global economy remains weak, some signs indicate that 2020 may be a recovery year.
As bond yields fall further, an allocation to REITs could offer the potential for improved risk-adjusted returns in a balanced portfolio.
Investors have flocked to the perceived “stability” of growth stocks, but growth at any price does not always lead to gains.
As investors focus on the slowing global economy, options markets are warning of another risk that may be flying under the radar: inflation.
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
With rates low and markets volatile, investors may need to expand their toolkit to reach return objectives.
Director of Research Carmel Wellso discusses Janus Henderson’s unique approach to equity research.
A long-term study into global dividend trends, analyzing dividends paid each quarter by the 1,200 largest firms by market capitalization.
The swift collapse in Argentina’s financial markets is a blunt reminder to consider how fixed income portfolios are invested and with what risk.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using options market prices to infer expected tail gains and tail losses.
Portfolio Manager Paul O’Connor discusses the U.S.-China trade war’s impact on financial markets and shares his global outlook.
While U.S. high yield remains an attractive asset class, lofty valuations and rising uncertainty demand a focus on company fundamentals.