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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.
Market Outlooks
The value of small caps for the road ahead
This piece is approved to use with clients.
Portfolio Managers Justin Tugman and Craig Kempler explain how the current state of small caps and a defensive value approach complement the market environment they expect in the coming years.
Market Outlooks
Productivity: The antidote to an inflationary era
Curated content for RIAs.
Head of Global Asset Allocation Ashwin Alankar explains how adopting productivity-enhancing innovations can help corporations defend margins and earnings in an era of higher inflation.
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.
Fixed Income Insights
Mortgage-backed securities: Priced for imperfection?
Curated content for RIAs.
Head of U.S. Securitized Products John Kerschner and Portfolio Manager Nick Childs explain why they believe key risks are now largely priced in to fixed income markets, with selective areas – particularly mortgage-backed securities (MBS) – presenting an opportunity to provide favorable rick-adjusted returns.
Fixed Income Insights
Research in Action: Banks cash in on rising rates
This piece is approved to use with clients.
Portfolio Manager and Research Analyst John Jordan says rising interest rates, large capital reserves, and secular tailwinds are helping to bolster the financials sector despite an uncertain economic outlook.
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.