Janus Henderson’s Multi-Asset Quarterly Report - Q3 2025

Published on July 31, 2025

Judging by soaring asset valuations in the wake of President Trump backing away from the worst-case tariff scenario, one could believe that the threat posed by upending the global trade framework has been removed. We are more circumspect.

Continue reading on website
Other news

Tariffs: Is the Worst Behind or Ahead of Us?

July 31, 2025
Globally, stock markets are near their highest levels for the year, reversing the losses that came in the wake of the U.S. tariffs announced on President Donald Trump's declared "Liberation Day," April 2nd.

Surprisingly Positive Tariffs

July 31, 2025
With August tariff extensions looming, several major companies are now guiding for reduced tariff impacts, a shift that has helped boost market sentiment this earnings season.