As the Trump administration enters its second year with a focus on affordability, investors must consider what the president’s latest policies will mean for markets.
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US–EU tensions escalate as new US tariffs prompt European unity and raise market escalation risks.
Is the semiconductor industry becoming the necessary 'voice of reason' amid AI exuberance?
BBB CLOs combine income, structural resilience and diversification benefits, offering an alternative way to reshape credit exposure for a late‑cycle environment of tight credit spreads.
Greg Wilensky discusses why, following an exceptional year across fixed-income sectors in 2025, his outlook for the year ahead is constructive, albeit with a focus on earning carry rather than pursuing significant spread compression.
What are the implications for risk appetite, emerging markets and geopolitics after Trump’s ousting of Venezuela’s Maduro?
How are stablecoins, tokenization, and artificial intelligence (AI) reshaping payment systems and financial markets?
What will U.S. action and the presidential change in Venezuela mean for investors?
Introducing some of the factors supporting the case for absolute return at a time when disruption is becoming the norm.
Join Janus Henderson's investment experts as they discuss the market outlook for 2026, focusing on AI's growth potential, the K-shaped economy, and strategies for managing the higher cost of capital. Learn how to optimise portfolios amidst evolving risks and opportunities.
Modest economic growth should support high yield bonds but rich valuations demand selectivity.