"Unveiling the Fragile U.S. Outlook: 6 Charts for Defensive Investors"
Janus Henderson Investors warns that the U.S. economy may be more fragile than it appears, citing a "meteoric" rise in the inflation-adjusted yield of the 10-year Treasury bond. Other factors contributing to the fragility include diminishing personal savings, higher borrowing costs, and the potential for a harder-than-expected economic landing. Janus Henderson recommends investors prioritize quality companies with steady cash flows and sound financials, diversify their portfolios with bonds as a potential ballast to riskier assets, and be cautious of the risks posed by higher interest rates and a slowing economy.