JanusHenderson

Oil held a four-day gain as the US continued its blockade of shipments of crude from Venezuela.

Ever since the federal funds rate reached 5.50% in response to generationally high inflation, we’ve expressed concern about the risk of policy error should the U.S. central bank blink by prematurely easing policy before the inflation threat is fully vanquished.

President Trump’s first-day executive orders on energy policy mark a clear shift toward deregulation and fossil fuel support, but their impact on prices and production remains uncertain.

Jenna Barnard, Co-Head of Global Bonds, believes markets are pricing in a sanguine outlook for the global economy in 2025 but political upheaval may lean in favour of bonds.

Global Head of Fixed Income Jim Cielinski and Head of Global Short Duration Daniel Siluk discuss how the Federal Reserve’s (Fed) December decision illustrates that sustained U.S. economic growth comes at the price of a higher rate trajectory.

In assessing the prospects for global bonds in 2025, investors must consider the inextricable links between the shifting macro and policy environments. In the U.S., even prior to November’s election, markets were calibrating expectations for the Federal Reserve’s (Fed) easing cycle. The combination of a resilient labor market and inflation falling perhaps not as rapidly as hoped lessened the urgency to cut rates as an extension of the economic cycle was priced in.

Senior Wealth Strategist Jeff Brooks discusses the various types of charitable giving vehicles to help investors better prepare for the wealth transfer decisions commonly faced by high-net-worth and ultra-high-net-worth families.

Wealth Strategist Ben Rizzuto discusses how advisors can help clients manage emotions – whether positive or negative – following the election and stay focused on their long-term goals.

Catherine Boyd, Global Head of ESG Strategy & Operations, unpacks the complexities of integrating ESG factors into investment strategies, highlighting the pivotal role of regulatory frameworks in enhancing transparency and helping investors make informed decisions for long-term returns.