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Market Outlooks
October Webinar: What’s the Market Missing?
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Geopolitical tension in the Middle East with the potential of setting off an oil crisis, plus rising interest rates and U.S. government disarray may impact strategic and tactical portfolio considerations for investors.
Market Outlooks
Investment Perspective: All About Rates
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Increasing rates, potential oil disruptions from Middle East tensions, and continuing economic uncertainty, may contribute to market volatility.
Market Outlooks
The Puzzle of the Equity Market’s Reaction to Rising Rates
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Equity index multiples have barely budged with rising interest rates, but rates still are driving returns in most individual stocks. Deputy CIO and CIO of Global Equities Michael Hunstad, Ph.D., examines why this may be happening.
Market Outlooks
How an Escalation of War in Israel May Impact Markets
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Beyond the considerable human toll the war in Israel has already taken, an escalation of the conflict could disrupt the world’s energy supply, damage global economic growth and spark market volatility. Chief Investment Strategist for EMEA and APAC Wouter Sturkenboom, CFA, outlines some scenarios.
Market Outlooks
What’s Behind the Ascent of Long-Term Bond Yields?
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Long-term bond yields have risen about 1.5% over the past six months, including an acceleration in recent weeks that caused equities to stumble. Chief Investment Strategist for North America Chris Shipley explains why the Federal Reserve and inflation likely aren’t to blame higher yields this time.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, anticipating a Fed pause
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The U.S. Treasury yield curve steepened as the U.S. Federal Reserve indicates a pause at the November meeting.
Market Outlooks
Weekly Investment Commentary: Stocking up on defensive positioning
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Global equity markets have produced healthy returns across most regions year-to-date, with particularly strong results in the first half of 2023.
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.
Market Outlooks
Global Markets Weekly Update: October 20, 2023
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Review the performance of global stock and bond markets over the past week, along with relevant insights from T. Rowe Price economists and investment professionals.
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.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline on Middle East conflict
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U.S. Treasury yields declined and the yield curve flattened. Rate volatility persisted due to escalating tensions in the Middle East and higher-than-expected inflation data.
Market Outlooks
Weekly Investment Commentary: Passing the torch to a new generation of income
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For investors, the uncertain interest rate and economic outlook heading into 2024 underscores the importance of maintaining a stable source of income with potential downside protection.