Considering how a tentative U.S.-Iran ceasefire could impact oil prices and energy stocks.
Insights
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
A first-hand look at the Vicuña district high in the Andes, exploring why large-scale copper projects are vital to the energy transition and long-term global supply.
Natural resources stocks look set to benefit from ‘Supercycle 2.0’.
Since last April, small-cap and value stocks have outperformed large-cap growth and big tech. Can the rotation continue?
Can an allocation to smaller companies help investors to capitalise on the ongoing shifts in global supply chains?
Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.
Insights from the Janus Henderson Investment Conference in Abu Dhabi in January on geopolitics, AI and why active investing matters in today’s equity markets.
Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
Our Research Analysts share their takeaways from two of the industrials sector’s biggest annual conferences, highlighting which infrastructure themes appear to have staying power.
Why the prevailing narrative of new energy-generation capacity exceeding AI data center demand could be off the mark.