Insights from the Janus Henderson Investment Conference in Abu Dhabi in February on geopolitics, AI and why active investing matters in today’s equity markets.
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.
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.
With innovation back in focus, a dense slate of drug launches, data readouts, and regulatory decisions makes 2026 a consequential year for pharma and biotech.
How can corporate governance determine whether European small caps become hidden champions or underperformers?
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
The severity and duration of crude oil price volatility depend upon how the conflict could impact energy infrastructure and/or shipping in the Strait of Hormuz.
A divergence in performance between positive and negative cash-flow businesses could signal opportunity for investors focused on quality factors.
Hong Kong’s residential property market is in a recovery phase driven by supportive macro conditions, stronger household balance sheets, and renewed demand.
Ongoing reforms in Japan and South Korea could turn governance into a durable competitive advantage and catalyst for a re-rating of these markets.