Ali Dibadj, CEO, speaks with Janus Henderson’s experts about shifting market dynamics and the growing demand for active management.
Insights
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.
Portfolio Manager Nick Sheridan explores dynamic changes in global investment trends, with a focus on small cap resilience and prospects.
Emma Lawson, Fixed Interest Strategist - Macroeconomics, discusses the contrasting economic landscapes and credit ratings of Western Australia and Victoria, with a focus on whether these ratings are accurately priced and where the most advantageous returns lie.
Jonathon Costello, Client Portfolio Manager, Fixed Income discusses the advantage of active management in times of economic uncertainty and how high quality defensive credit can be enhanced by portfolio insurance.
Assessing the market reactions following the previous two U.S. credit rating downgrades to provide perspective on the May 16 downgrade by Moody’s.
Assessing the potential impact of President Trump’s “most favored nation” drug pricing policy on biopharma companies.