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Portfolio Construction Insights
Balancing Act: how will growth and inflation risks impact asset classes in the months ahead?
Is it possible to rein in inflation without choking economic growth? Which asset classes are most at risk and where can investors find opportunities? Janus Henderson’s Global Heads of Equities and Fixed Income explore portfolio strategy considerations to help identify actionable investment views for the remainder of the year.
Market Outlooks
Global Weekly Commentary: The differentiated appeal of EM debt
This piece is approved to use with clients.
Inflation and hawkish central bank talk have spooked investors and led to bond losses not seen since the 1980s in developed markets (DMs).
Market Outlooks
Global Weekly Commentary: Why we still like stocks as yields spike
This piece is approved to use with clients.
Bond yields have sprinted higher on ballooning inflation and hawkish comments by central banks. Yield spikes have often spelled trouble for stocks, but we believe the past is an imperfect guide in a world shaped by supply shocks.
Market Outlooks
Global Weekly Commentary: Scarcity inflation raises growth risks
This piece is approved to use with clients.
Scarcity inflation is here. Supply shocks have created shortages of goods, energy and food that are driving up prices.
Portfolio Construction Insights
Ukraine Investment Considerations: Time in the Market Beats Market-Timing
In this new era, our Portfolio Construction and Strategy Team thinks it's more important than ever to focus on an investor's individual goals rather than attempt to find a one-size-fits-all solution.
Market Outlooks
Global Weekly Commentary: Impact of the drive for energy security
This piece is approved to use with clients.
The West is trying to wean itself off Russian energy in the wake of the tragic war in Ukraine.