Geothermal’s potential as a resilient low-carbon energy system.
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.
A look at the factors supporting markets outside the U.S. and where we are seeing opportunities.
The mix of fixed income exposures matters more in a higher-inflation and higher-rate environment.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Investors questioning the scale of AI CapEx or the theme’s durability need only look to extensive supply bottlenecks to assuage concerns.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Rating agencies are updating their CLO methodologies to reflect historical performance. What could this mean for CLO ratings, liquidity and demand?
As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.
Associate Portfolio Manager Suney Hindocha explores a four-lens framework for identifying AI investment opportunities across the value chain, helping investors assess which companies can drive positive change and generate long-term wealth.
Strong issuance is transforming European securitised markets. New opportunities are emerging across CMBS and CLOs, alongside greater differentiation between collateral, deals and in CLOs, managers.
Amid a fluid market environment, the Research Team continues to focus on opportunities driven by long-term secular themes.