Macro Views
Janus Henderson walks back longstanding bond duration underweight
As it predicts policy rates will peak in early 2023
Liz Truss wins race to succeed Boris Johnson as UK prime minister
There will be ‘no honeymoon period’ for the newly appointed PM
Investors warned against ‘fighting the Fed’
They could be ‘buying the dip in the face of relatively straightforward central bank policy’
Active allocators can thrive in bear market
‘Outlook is complicated due to confluence of macro challenges’
Alternatives | 26 Jul 22
Investors urged to seek strategies with uncorrelated characteristics
Making asset allocation decisions based on macro calls is a ‘flawed investment approach’