Henderson Global Investors

According to Nick Watson, Janus Henderson multi-asset team, from a markets perspective, Trump’s ability to provide the US economy and markets with further levels of stimulus and acceleration are likely to be constrained over the next two years.

Multiple sources suggest that UK and EU negotiators have reached a draft agreement on Britain’s terms for leaving the EU (the withdrawal agreement) including backstop mechanisms designed to ensure that Brexit does not create a hard border in Northern Ireland.

According to Andrew Mulliner, Portfolio Manager, Janus Henderson Investors Fixed Income Investment Strategy Group, the ECB managed to deliver both a hawkish shift, and maintain a dovish stance, at its meeting this week.

Technology stocks have continued to outpace broader equity markets in 2018. Together Apple, Amazon, Google, Facebook and Microsoft have a market cap value of $3.6 trillion and a net cash balance of just over $365bn. These quarterly earnings reports epitomise a virtuous circle of cash generation, investment and share gains - part of the technology sector fly wheel.

Prime Minister Shinzo Abe’s ruling Liberal Democratic Party (LDP) of Japan has emerged victorious in Japan’s October 2017 lower house snap election. The result exceeded expectations. On its own, Abe’s LDP secured more than half the number of lower house seats. As a coalition, two thirds of the total seats were taken.