The arrival of less restrictive monetary policy could further buttress a still resilient U.S. economy.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
How this year’s Medicare drug price negotiations could affect the pharmaceutical industry.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the current state of credit markets and explores how active management strategies, mixed with nuanced credit investing, can lead to positive returns for investors.
The drivers of emerging market equity returns are evolving as innovation and economic decoupling join favorable demographics as future sources of excess returns.
This week's chart to watch spotlights the contrast between U.S. rate cut expectations and the broad economic growth trajectory.
Global dividends rose to a record US$606.1 billion, up 8.2% on an underlying basis.
Hear how AI and other advances in healthcare are transforming patient outcomes and leading to new investment opportunities.
Signals embedded in options markets indicate a closer race for the White House than suggested by consensus polling data.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
NVIDIA’s latest earning results reflect continued solid growth for generative AI offerings.
Why we do not expect the last-minute change in the U.S. presidential election to lead to heightened volatility in healthcare stocks.