What investors need to know about the Federal Reserve’s latest decision to leave rates unchanged.
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From our Global Research Team, an explainer on this year’s surge in energy stocks and what investors should consider going forward.
Japanese companies are embracing shareholder-friendly governance to improve value creation through greater transparency, balance sheet accountability, and incentive alignment.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
With M&A activity showing signs of a potentially significant revival in 2024, David Elms, Head of Diversified Alternatives, and Julius Bird, Client Portfolio Manager, discuss what this could mean for investors allocating to alternatives.
Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.
Daniel Sullivan, Head of Global Natural Resources, reiterates the case for resources stocks, noting the signals that could indicate we are on the brink of a commodities bull market and the reasons behind this view.
Why assessing macroeconomic drivers such as government debt, national savings, and monetary policy are key to investing in the EM space.
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.