Ali Dibadj, CEO, speaks with Janus Henderson’s experts about shifting market dynamics and the growing demand for active management.
Insights
With the significant fluctuation in markets following "liberation day," we invite you to attend a webinar where we'll be exploring the impacts and implications on the global economy following the introduction of tariffs during Trump's administration. The upcoming webinar is scheduled for 9 July, 2025, where we will have the hear insights from Josh Cummings, Portfolio Manager and Steve Weeple, Client Portfolio Manager from the Global Research Growth Fund, who manage of over $47 billion in assets. Josh was recently featured in Livewire Markets, discussing the impressive growth trajectory of Spotify. This webinar promises to offer valuable perspectives on investment strategies.
How companies are navigating tariff uncertainty and earnings impacts.
Oil prices surged on supply fears in the wake of Israel’s attack on Iran, but the long-term outlook will be shaped by Iran’s response, as well as OPEC.
How Israel’s latest attack on Iran is impacting markets and the implications for risk assets.
After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.
An update on the three macro drivers we believe will shape markets in the second half of 2025.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
Where we see revenue streams emerging and broadening the AI ecosystem’s opportunity set.
Liz Harrison, Fixed Interest Strategist - ESG in the Australian Fixed Interest team, explores the transformative potential of a circular economy in advancing sustainability, highlighting how various sectors are adopting closed-loop practices to reduce waste, conserve resources, and achieve environmental goals.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.