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Market Outlooks
Global Weekly Commentary: Implications of clean energy race
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U.S. industrial policy has sparked a global clean energy race, we believe, opening up investment opportunities that so far have gone largely under the radar.
Market Outlooks
Global Weekly Commentary: Recession – but no central bank rescue
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Central banks confront the growth-inflation trade-off, with the Federal Reserve seeing recession but no rate cuts.
Market Outlooks
Global Weekly Commentary: Financial cracks show: What to do now
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The U.S and European bank tumult is the latest sign rapid rate hikes are causing financial cracks, reinforcing our recession view.
Market Outlooks
Global Weekly Commentary: Earnings expectations look too high
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Stocks are starting to reflect the economic damage of rate hikes.
Market Outlooks
Treading carefully: A balancing act in 2023
Curated content for RIAs.
The Portfolio Construction and Strategy (PCS) Team introduce the latest Trends and Opportunities report, which outlines key themes for the next stage of this market cycle and their nuanced implications across global asset classes.
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.