Portfolio Manager Laura Foll explains why UK equities remain an overlooked source of both dividend income and capital growth, with low valuations, global exposure and company-specific opportunities offering potential upside.
Insights
Mid-cap growth offers mix of business models and drivers that can support portfolio diversification beyond AI.
How asset-backed finance can offer a differentiated return stream within a balanced private credit allocation.
Geothermal’s potential as a resilient low-carbon energy system.
A look at the factors supporting markets outside the U.S. and where we are seeing opportunities.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.
Associate Portfolio Manager Suney Hindocha explores a four-lens framework for identifying AI investment opportunities across the value chain, helping investors assess which companies can drive positive change and generate long-term wealth.
Mike Contopoulos and Matthew Bullock discuss macro multi-asset investing, AI opportunities, capital scarcity, and why investors should look beyond geopolitical noise.
Strong issuance is transforming European securitised markets. New opportunities are emerging across CMBS and CLOs, alongside greater differentiation between collateral, deals and in CLOs, managers.