Venezuela is re‑entering strategic focus as recovery discussions gather pace. A recent research trip suggests momentum is real, though progress remains fragile and uneven.
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.
Why managed care stocks lagged in 2025 and how improved visibility and lower expectations are reshaping the outlook for 2026.
Considering how a tentative U.S.-Iran ceasefire could impact oil prices and energy stocks.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Liz Harrison, Fixed Interest Strategist – ESG, explores how the conflict is doing more than lifting oil prices: it is reshaping ESG through energy security, food inflation, health risks and national preparedness.
Some observers today have drawn parallels between the recent oil price surge spurring inflation and the oil shocks of the 1970s, but there are also stark similarities to the 1960s Guns & Butter period.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
A first-hand look at the Vicuña district high in the Andes, exploring why large-scale copper projects are vital to the energy transition and long-term global supply.
Since last April, small-cap and value stocks have outperformed large-cap growth and big tech. Can the rotation continue?
Can an allocation to smaller companies help investors to capitalise on the ongoing shifts in global supply chains?
Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.