Moody’s cut the US rating one notch to Aa1 from Aaa.
This is the first rating downgrade for the US since August 2023 when Fitch...
Commentary from John Kerschner, Head of U.S. Securitized Products at Janus Henderson on April’s inflation print and what the implications may be for the...
Key Points
Fixed income remains one of the most useful and flexible asset classes, especially during uncertain times
Higher income has become a much...
Incarceration Day
If April 2nd was Liberation Day, this may feel like Incarceration Day then. In any case, let’s party as if it were pre-April 2025. The...
Among the notable aspects of the April market shakeout was a sell‑off in longer‑term U.S. Treasuries. My concern is that this may be only...
President Donald Trump's longstanding criticism of Federal Reserve (Fed) Chairman Jerome Powell—ironically, someone Trump himself appointed during his first administration— came to a head...
Deborah Cunningham, CFA, Chief Investment Officer, Global Liquidity Markets, Senior Portfolio Manager, Executive Vice President, Federated Hermes, shares her thoughts on the upcoming FOMC...
Two European ETF chiefs question suitability of illiquid private assets for ETFs. By Chris Flood, chief correspondent, ETF Stream.
Credit is due to Stefan Hoops...
From Adam Hetts, Global Head of Multi-Asset and Portfolio Manager, with Oliver Blackbourn, Portfolio Manager, at Janus Henderson Investors.
The merits of a diversified portfolio...
The US dollar may be down, but it is not out
The IMF view on the global economy
US asset performance has been...