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Market Outlooks
Market GPS 2023: Finding the silver lining
Curated content for RIAs.
Investors will continue to grapple with market shocks in 2023, but it’s time to focus on the silver lining. In our Market GPS webcast, Janus Henderson’s asset class experts share their perspectives on the economic outlook and discuss the risks and opportunities facing investors in the year ahead.
Macroeconomic & Geopolitical
Corporate earnings: Growth clouds have arrived
While many macro signals have already triggered current recessionary conditions in some pockets of the economy, the 4Q22 inversion of the 3m10y Treasury yield curve means that investors need to prepare portfolios for the volatile period that is likely ahead.
Policy and Regulatory Commentary
The CFPB Saga Continues
Let’s take a look at why GOP lawmakers are so opposed to the CFPB as it’s currently structured.
Policy and Regulatory Commentary
Financial Stability, the Super Bowl, and Cryptocurrency
This piece is approved to use with clients.
If you watched the Super Bowl last weekend, you enjoyed a great game (unless you’re an Eagles fan.) But did you notice the one thing that was missing? That’s right: cryptocurrency ads.
Market Outlooks
Recapping last night’s somewhat contentious State of the Union Address.
This piece is approved to use with clients.
Let’s examine the general mood of the country going into last night’s speech - and going into the Biden reelection campaign.
Policy and Regulatory Commentary
Washington Update: Some Hope for Bipartisanship
This piece is approved to use with clients.
With House Speaker Kevin McCarthy slated to meet with President Biden, Washington is fully immersed in debt ceiling drama.