How falling construction starts could pave the way for inventory relief and market stabilization.
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.
At the Janus Henderson London Investment Conference, experts discussed the implementation of 2025’s new political environment on portfolios and highlighted strategies to help position for a brighter investment future.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
NVIDIA is reaffirming its dominant position in the AI infrastructure space.
Liz Harrison, Fixed Interest Strategist - ESG in the Australian Fixed Interest team, discusses the Climate-related Financial Disclosure initiative and how the mandated sustainability reports will be used to enhance transparency and accountability.
With the 'Made in Italy' label under scrutiny, luxury brands are enhancing efforts on supply chain due diligence and transparency.
Nick Cherney, Head of Innovation, explores the potential of blockchain and asset tokenization to revolutionize how clients access investment expertise – and how Janus Henderson is at the forefront of shaping change.
During a recent site visit in Wyoming, US, Portfolio Manager Tal Lomnitzer discovers a leader in US uranium production, combining environmentally responsible mining with strategic growth to support the energy transition.
Portfolio Manager Hamish Chamberlayne explores how, in a world marked by geopolitical upheaval, artificial intelligence (AI) is transforming traditional economic forces, presenting both opportunities and challenges.
Janus Henderson’s exclusive partnership with UC Berkeley Executive Education, a vital step in creating better financial outcomes for clients.
AI integration and regional dynamics offer a fresh perspective for global small caps.