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Central bank heads at the Jackson Hole symposium reaffirmed their determination to smash inflation and opt for higher rates over a longer period.
Despite the significant economic disruption caused by the pandemic, global dividends have surpassed pre-pandemic levels.
The team comprises long-standing and well-respected portfolio managers Bent Elvin Lystbaek, Jacob Ellinge Nielsen, Thomas Haugaard, and Sorin Pirău.
Strong first quarter sees Janus Henderson upgrade 2022 forecast to $1.54 trillion, but dividend expectations for the rest of the year remain unchanged given economic and geopolitical uncertainty.
It is the largest rate hike since the beginning of the century. Since 2000 rate hikes have always been in the 25 bp range.
The increase will be driven by the US, Japan and China in particular, though almost every country is likely to borrow further.
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