Global small caps offer investors long-term returns potential. Here we summarise the views of our small cap experts to questions from investors.
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.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the current state of credit markets and explores how active management strategies, mixed with nuanced credit investing, can lead to positive returns for investors.
Investors increasingly recognise gender pay gap reporting as a critical measure of a company's long-term viability and ethical standing.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the current state of bond markets and provides insights on recent market volatility which has the potential to drive significant returns for investors if navigated correctly.
Explanation of how generational preferences impact workforce success, consumer choices, as well as investment returns, and how to navigate them.
Projected growth in electric vehicle (EV) fleets is expected to contribute to a halt in oil demand growth by the decade's end. We explore the impact on the oil market and bolstered investment opportunities within EV supply chains.
Here we explore the importance of evaluating transition plans in identifying both market risks and opportunities.
Janus Henderson's recent Global Investment Summit explored growth drivers in equities, noting record levels of innovation in healthcare and technology as well as developments in real estate and sustainability.
French President Macron has gambled on a snap election as the EU election results fuel turmoil, but what does this mean for European equities? A quick insight into some of the views on at Janus Henderson’s European Equities team.
Case for an active and pragmatic approach in climate transition investing.
Geopolitical factors have a significant impact on companies, including those that are enabling AI.