Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.
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Daniel Sullivan, Head of Global Natural Resources, reiterates the case for resources stocks, noting the signals that could indicate we are on the brink of a commodities bull market and the reasons behind this view.
Can thematic investing continue to drive European stocks higher, despite sticky inflation and uncertainty over interest rates?
Why assessing macroeconomic drivers such as government debt, national savings, and monetary policy are key to investing in the EM space.
Saudi Arabia has embarked on an ambitious economic transformation programme aimed at propelling the kingdom into a bright, post-oil future.
An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.
How do you construct an absolute return strategy to stand the test of time?
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
How investors can navigate growth opportunities and electricity bottlenecks as data centers proliferate.
Is the European defence industry on the cusp of a multi-decade long investment cycle?