Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.
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.
Volatile markets are changing the rules. Could trend following be the new anchor for portfolios?
Insights from the Janus Henderson Investment Conference in Abu Dhabi in January on geopolitics, AI and why active investing matters in today’s equity markets.
Assessing the positive and negative aspects of the February CPI report and the implications for fixed income investors.
What are the market implications of sustained conflict with Iran, from energy shocks to inflation pressures?
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.
An early reaction to military strikes in Iran and the implications for investors.
When traditional commodity strategies fall short, how can alternative strategies unlock broader, more resilient opportunities?
Ali Dibadj joins Luke Newman and Robert Schramm-Fuchs to discuss Europe’s investment outlook, risks, and underappreciated opportunities.
How interest rates, AI trends, and evolving policy dynamics are influencing the outlook for the energy and financial sectors.
Discussion on value opportunities in credit, collateralised loan obligations and mortgages, and why really understanding each credit will be pivotal in 2026.