Junichi Inoue, Head of Japanese Equities shares his views on the tariff cuts agreed by the US and Japan, and its implications for Japanese stocks.
Nick Watson, a Fund Manager on the UK-based Multi-Asset Team, observes the hidden risks and relationships lurking in quality investment styles and the potential benefits of adding some complementary (but unloved) value styles to a UK portfolio.
In a world of constant change, Associate Portfolio Manager Suney Hindocha emphasises that the key to investment success lies in combining duration and innovation, focusing on resilient, high-conviction stocks that align with long-term sustainability trends.
Narrow money trends have been signalling US economic weakness but a stabilisation of momentum in Euroland, with no recession – see, for example, here. August flash PMI results are consistent with this scenario.
The preferred narrative of central bankers and mainstream economists is that current global economic weakness primarily reflects US-driven trade policy conflict, which has depressed business confidence and derailed expansion plans. This narrative is false.
European equity portfolio managers Robert Schramm-Fuchs, Tom Lemaigre and Marc Schartz share the key messages from the US-EU trade deal, which should spark renewed optimism in European markets.
Euroland money measures grew strongly in July, more than compensating for softer June data and suggesting improving economic prospects.
Portfolio Managers Ian Bettney and Robert Schramm-Fuchs give some insight into the EU's proposed securitisation reforms and discuss whether the simplified regulation framework goes far enough to revitalise the market.
Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset team, discusses the abrupt escalation in hostilities between the UK Parliament and a bellicose Prime Minister.
The Global Technology Leaders Team explores how artificial intelligence and accelerating technology adoption is disrupting sports.
Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the continuing trade war between China and the US, possible trade conflicts among other countries and how this has shaped his global outlook.
Junichi Inoue, Head of Japanese Equities, highlights the continuing trend for share buybacks, evidencing the progress being made to modernise Japanese corporates.
Our Portfolio Construction and Strategy Team outlines how it employs precision in thematic investing to optimise portfolio performance and capitalise on global economic shifts.
Paul O'Connor, Head of the UK based Multi-Asset Team, examines the market's response to the Fed's first rate cut in over 10 years.
Portfolio Manager Alison Porter discusses how AI innovation is accelerating the development of autonomous driving, as well as the opportunities and challenges for its commercial adoption.
Paul O'Connor, Head of the UK-based Multi-Asset team, discusses confirmation of Boris Johnson's appointment as UK Prime Minister and the highly uncertain outlook for Brexit that he, and his divided government, must navigate, and the likely market response.
Alex Veroude, Global Head of Fixed Income, believes fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
Jenna Barnard, Co-Head of Strategic Fixed Income, explores the options for meaningful policy easing by developed market central banks in the face of the current downturn in global activity.
Head of EMEA and Asia Pacific Equities Lucas Klein and Head of Americas Equities Marc Pinto argue that progress on the trade impasse, further monetary easing, pro-growth reforms, and an innovation revolution should all prove supportive to equities over the mid term once the market moves past near-term volatility.
Paul O'Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the outlook for multi-asset investors in Q3 in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors.