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January 2019

Opinion Normalising economies may mean moderate returns

After 10 good years, the markets appear to be finally getting back to pre-crisis norms. Our analysis suggests that this normalisation may result in investment returns becoming much more modest than they have been over the years since the financial crisis, when (...)

January 2019

Opinion A modern-day War of the Roses

A modern-day War of the Roses: Is a real winner possible in the US-China trade war? In an era of globalization, trade wars mean losses for all sides

January 2019

Opinion The Fed’s legacy will live on

The legacy of the December Federal Open Market Committee (FOMC) meeting promises to have lasting effects well into the new year. Once again, there were no surprises on the outcome for the US Federal Reserve (Fed) funds target following this (...)

December 2018

Opinion Brexit, Now What ?

Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, sifts through the highly complex range of Brexit scenarios following Theresa May’s survival as party leader.

December 2018

Opinion Rates going up...maybe not so fast

When examining the fixed income market outlook within the Euro zone, inevitably the discussion turns to Italy, and what the potential ramifications of this ongoing budget saga will be.

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