Natural resources stocks look set to benefit from ‘Supercycle 2.0’.
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.
Since last April, small-cap and value stocks have outperformed large-cap growth and big tech. Can the rotation continue?
Impact of physical climate risk the real estate sector’s climate adaptation strategies, as well as the importance of company engagement to improve resilience and the long-term return potential of property assets.
Can an allocation to smaller companies help investors to capitalise on the ongoing shifts in global supply chains?
Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.
Greg Clarke, Director, Insurance Solutions, outlines the differences between public and private asset-based financing, and how these differences shape portfolio construction decisions.
Corporate credit has stayed firm amid the volatility related to the Middle East conflict. We explore why volatility has stayed contained and what this means for investors.
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.
Explore how the rise of GLP-1 weight loss drugs and the growing awareness of ultra-processed foods are reshaping the food industry.
Assessing the positive and negative aspects of the February CPI report and the implications for fixed income investors.