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Market Outlooks
Global Weekly Commentary: U.S. stocks: selective as earnings stall
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Markets expect a pickup in corporate earnings to start in the Q3 reporting season that gets underway in earnest this week.
Investing Ideas
What is ESG and why do we care?
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Michelle Dunstan, Janus Henderson’s Chief Responsibility Officer, explores ESG considerations and highlights how ESG integration helps Janus Henderson deliver on client goals and aspirations.
Client Life Events
It’s time to have “The [estate planning] Talk”
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Fretting about how to broach the subject of wealth transfer with your parents? You’re not alone. Wealth Strategist Ben Rizzuto offers suggestions on how to make “The Talk” a little easier and more productive.
Goals/Needs-Based Investing
Successful charitable giving plans start with “why”
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Wealth Strategist Ben Rizzuto discusses the importance of understanding the motivations behind investors’ charitable giving aims and how advisors can help clients clarify and achieve their goals.
Market Outlooks
Global Weekly Commentary: U.S. yields: two-way volatility ahead
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We have been underweight long-term U.S. Treasuries since late 2020 as we saw the new macro regime heralding higher rates.
Market Outlooks
Global Weekly Commentary: Why the structural matters now
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Markets are adjusting to the new regime of greater macro and market volatility, in our view.
Market Outlooks
Global Weekly Commentary: Finding new opportunities as Q4 starts
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Markets are adjusting to the new regime of greater volatility and higher interest rates.
Market Outlooks
Global Weekly Commentary: Yields surge as new regime plays out
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Yields on benchmark 10-year U.S. Treasuries last week briefly rose to 16-year highs above 4.50% as major central banks paused rate hikes but left the door open for more.
Market Outlooks
Global Weekly Commentary: Seizing new regime opportunities
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We see the new regime of greater volatility playing out: higher interest rates, stagnating activity and structural forces set to push inflation back up. Flip-flops in the market narrative make that clear.
Market Outlooks
Global Weekly Commentary: New regime fuels narrative flip flops
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We‘re in an unprecedented macro environment that is driving constant shifts in the market narrative: from hopes of avoiding recession to fears good macro news could be bad for markets in just a few months. We see the market moving with data as if we’re in a normal business cycle.
Market Outlooks
Global Weekly Commentary: Favoring short-term bonds long term
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Sovereign bond yields have surged this year, with U.S. long-term yields hitting 16-year highs last month. We prefer short-term government bonds over credit. We go underweight high quality credit on a strategic view of five years and longer and trim our overall underweight to sovereign bonds.