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.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Key considerations for Japanese equity investors following the election of new LDP head, Sanae Takaichi.
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.
We explore the different types of investor and their motivations for investing in CLO ETFs.
REITs present a compelling diversification opportunity amid economic uncertainty and potential interest rate shifts.
How the US commitment to stabilising Argentina's economy signals that policy efforts by President Milei to maintain the country’s fiscal anchor are likely to continue.
Pressure mounts on the Bank of Japan to make crucial monetary policy changes.