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.
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.
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.
Corporate credit has stayed firm amid the volatility related to the Middle East conflict. We explore why volatility has stayed contained and what this means for investors.
Insights from the Janus Henderson Investment Conference in Abu Dhabi in January on geopolitics, AI and why active investing matters in today’s equity markets.
Explore how the rise of GLP-1 weight loss drugs and the growing awareness of ultra-processed foods are reshaping the food industry.
Market drawdowns are inevitable, but investors don’t have to stand still. Learn how strategic decisions during volatility can help smooth the journey and stay invested.
Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.