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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.
Investing Ideas
Peeling back the onion: A concentric approach to investment decision making
Curated content for RIAs.
Portfolio Managers Greg Wilensky and Jeremiah Buckley offer a framework for interpreting economic news for investment decision making.
Market Outlooks
US growth: How much juice is left in the squeeze?
Curated content for RIAs.
Oliver Blackbourn, Portfolio Manager in the Multi-Asset Team, considers if US growth stocks are close to a peak after what has been stellar performance thus far in 2023.
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.
Investing Ideas
Hiding in plain sight: The investment case for healthcare
Curated content for RIAs.
Though healthcare may have flown under the market’s radar this year, the sector’s attractive valuations and new growth opportunities are not to be overlooked, say Portfolio Managers Andy Acker and Dan Lyons.
Investing Ideas
Investing in megatrends through mission-critical ‘ingredients suppliers’
Curated content for RIAs.
Suney Hindocha, analyst on the Global Sustainable Equity Team led by Hamish Chamberlayne, discusses some of the mission-critical, and often overlooked, businesses that are essential to the megatrends which are shaping the future.
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.