An update on the three macro drivers we believe will shape markets in the second half of 2025.
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.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
With Trump's tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.
Why the U.S. economy has a chance at avoiding recession. Plus, the opportunity we’re seeing in secular growth businesses.
The material costs of frittering away the U.S. dollar’s reserve currency status must be considered in any trade rebalancing.
Can diversification help investors to ride out the uncertainty as US tariffs reshape global trade dynamics?
We see three macro drivers that investors must expertly navigate in 2025 and beyond. Explore our thinking on positioning for a brighter investment future.
In this series of short video interviews, Ali Dibadj, CEO, speaks with Janus Henderson’s experts about how they are investing together with clients for a brighter future.