AI's role as a secular mega-trend and how strategic investments can leverage AI for long-term value creation.
Insights
How balanced strategies can help investors stay true to their long-term objectives.
Tokenization's potential to revolutionize investing.
U.S. companies have thus far withstood the Trump administration’s barrage of tariffs, but signs of stress are emerging in the most exposed sectors.
Tech sector volatility can lead to attractive entry points for investors seeking to increase exposure to powerful secular themes.
In this episode, MJ Lytle, Head of Product Innovation, and Stefan Garcia, Head of EMEA Specialist Sales, delve into the active ETF market, examining how ETFs differ from traditional solutions, as well as the strategic advantages and challenges they present to investors.
Perspectives on volatility, tariffs, AI, and U.S. consumer strength.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the impact of geopolitical shifts on global economic dynamics, emphasising the need for investors to realign with government strategic priorities.
AI disruption has sparked debate about the future of software companies, but the reality is more nuanced than the prevailing doom-and-gloom narrative suggests.
Optimism is returning to the biotech space, and we see durable drivers behind the recent performance recovery.