At the Janus Henderson London Investment Conference, experts discussed the implementation of 2025’s new political environment on portfolios and highlighted strategies to help position for a brighter investment future.
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.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Ali Dibadj, CEO, speaks with Janus Henderson’s experts about shifting market dynamics and the growing demand for active management.
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.
Rather than favoring U.S. stocks at any price, investors may want to prioritize a global approach focused on valuation and free-cash-flow growth.
Can diversification help investors to ride out the uncertainty as US tariffs reshape global trade dynamics?
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.