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Market Outlooks
Weekly Investment Commentary: Real estate is yielding opportunities
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Commercial real estate has faced more than its fair share of headwinds since the beginning of the Fed’s current cycle.
Policy and Regulatory Commentary
The CFPB Moves on Open Banking
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The Consumer Financial Protection Bureau (CFPB) released its regulation implementing Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010.
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.
Fixed Income Insights
Weekly Fixed Income Commentary: Strong employment data boost Treasury yields
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U.S. Treasury yields continued increasing and the yield curve steepened after the stronger-than-expected U.S. jobs report on Friday. While expectations for an eventual decline in rates remain, we may see elevated rates for longer.