Portfolio Manager Laura Foll explains why UK equities remain an overlooked source of both dividend income and capital growth, with low valuations, global exposure and company-specific opportunities offering potential upside.
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.
Mid-cap growth offers mix of business models and drivers that can support portfolio diversification beyond AI.
A look at the factors supporting markets outside the U.S. and where we are seeing opportunities.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
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.
Amid a fluid market environment, the Research Team continues to focus on opportunities driven by long-term secular themes.
Robert Schramm-Fuchs explores the outlook for European equities, highlighting earnings momentum, attractive valuations, market rotation, and key stock selection opportunities.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
Why China offers a compelling broader AI investment case.