Leads, Lags and the 4:10 to Yuma

Published on April 29, 2026

Supply shocks from the Strait of Hormuz don’t hit immediately. But the lag is over. What comes next, across oil, food, plastics, and chips, lands on a Fed in transition.

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Securitised and CLOs: Resilience, Diversification and the Case for Active

April 29, 2026
Global Head of Securitised Products John Kerschner and Portfolio Manager Ian Bettney from Janus Henderson’s Global Securitised Team examine how CLOs and other securitised credit have weathered recent volatility, and why selectivity and active management remain central to capturing opportunities across the market.

Is California a Harbinger of the AI Job Disruption?

April 29, 2026
If venture capital investment is a measure of the economic future, California would seem to have locked things up. In the first quarter of this year — by far the biggest quarter for US VC investment ever — an unheard-of 85% of the money went to California companies, according to the PitchBook-NVCA Venture Monitor. For all of 2025, California’s share was an also-unprecedented 60%.