China’s biotech industry has evolved from a fast follower to a key source of global drug innovation.
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.
As small-cap takeover activity accelerates, how can shareholders judge whether a deal is fair?
Learn how climate and nature-related risks and opportunities are shaping investment analysis. This educational series from Janus Henderson and the University of California, Berkeley explores financially material sustainability considerations.
With US Treasury yields at 5%, we explore whether ‘crowding out’ is a phenomenon evident in fixed income.
Why the timing of trend-following returns is the part of the story standard portfolio maths misses, according to Portfolio Managers David Elms, Mark Richardson, and Rob Shimell.
Tokenisation is no longer theoretical. Learn why breaking down digital asset "walled gardens" could unlock liquidity, efficiency, and growth.
How a potential super El Niño exposes climate vulnerabilities and reinforces the investment case for resilience across insurance, infrastructure and energy systems.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.
Why we think small caps can build on renewed performance strength.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Considering the risks posed by AI to technology and software loans.