How companies are navigating tariff uncertainty and earnings impacts.
Insights
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.
Innovation in reasoning models is driving a pivot in AI infrastructure demand.
Portfolio Manager Nick Sheridan explores dynamic changes in global investment trends, with a focus on small cap resilience and prospects.