How a strategy of fiscal stimulus and regulatory easing can help to transform competitiveness for industries across Europe?
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.
The recent large revisions to the U.S. nonfarm payrolls report open up questions about what is reality versus “perceived” reality in an economic context.
Nick Cherney, Head of Innovation, explores the potential of blockchain and asset tokenization to revolutionize how clients access investment expertise – and how Janus Henderson is at the forefront of shaping change.
Ali Dibadj speaks with Victory Park Capital's co-founder Brendan Carroll about the successful integration of asset-backed private credit into portfolios.
The tech sector today has significantly evolved from the dotcom era.
New developments around pharmaceutical tariffs and U.S. drug pricing reform suggest the hit to the biopharma industry may, over time, be less than feared.
During a recent site visit in Wyoming, US, Portfolio Manager Tal Lomnitzer discovers a leader in US uranium production, combining environmentally responsible mining with strategic growth to support the energy transition.
Exploring the potential interplay between government and corporate debt levels.
Portfolio Manager Indriatti Van Hien believes that despite geopolitical tensions and fiscal uncertainties, stabilising capital flows and easing inflationary pressures offer a promising outlook for UK equities.
Portfolio Manager Ollie Beckett explores how European small caps could be poised to emerge from the shadow of their large cap counterparts as Germany seeks to lead Europe’s economic resurgence.
How the continued evolution and implementation of AI is impacting companies, tech investors, and the global economy.