JanusHenderson

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.

During a research trip to the Democratic Republic of the Congo, Portfolio Manager Tal Lomnitzer unearths a producer of green metals with a commitment to regenerating mining’s reputation.

A recent recovery in transactions volumes, coupled with optimistic rhetoric from commercial real estate bellwether, CBRE, is fostering optimism for appreciation in listed REITs, according to Portfolio Managers Danny Greenberger and Greg Kuhl.

Productivity is a key focus for us due to its far-reaching impacts on economic growth and company-level earnings.

As market dynamics shift and mega-cap tech companies show vulnerability, Portfolio Manager Nick Sheridan explores how global small caps, with their unique growth and diversification potential, are poised for a significant resurgence.

Wealth Strategist Ben Rizzuto discusses key considerations for advisors seeking to leverage artificial intelligence (AI) in their practices – chief among them, understanding clients’ comfort level with the technology.