How policy changes might prove to be the catalyst for a switch in global equity leadership.
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.
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.
We explore the recent recovery in markets and dividend stocks and the implications of tariff adjustments on global trade.
Toyota Group’s recent deal to unwind its cross-shareholdings should prove transformative.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Amid significant market volatility, we explore how absolute return investing and diversification can enhance investor portfolios.
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.
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.
During a recent site visit in Birmingham, UK, Portfolio Manager Tal Lomnitzer discovers a world of sustainable biomaterial-based packaging.
In this episode, Daniel Sullivan, Head of Global Natural Resources, and Matthew Bullock, Head of Portfolio Construction and Strategy, EMEA & APAC, explore the shifting landscape of global natural resource equities, examining opportunities and challenges in a sector defined by evolving market dynamics.