As the Trump administration enters its second year with a focus on affordability, investors must consider what the president’s latest policies will mean for markets.
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 fourth quarter of 2025 featured powerful secular themes that the Research Team believes will continue to create compelling opportunities across sectors in the year ahead.
While options markets indicate a relatively sanguine 2026 for equities, investors should take note of a potentially worrisome absence of systemic risk.
Is the semiconductor industry becoming the necessary 'voice of reason' amid AI exuberance?
Discover the factors reshaping consumer behaviour as Michelle Dunstan and her team at Janus Henderson explore emerging trends in health, wellness, and technology, alongside the economic impact of GLP-1 inhibitors and ultra-processed foods. Learn how these dynamics influence market valuations and investment strategies.
Greg Wilensky discusses why, following an exceptional year across fixed-income sectors in 2025, his outlook for the year ahead is constructive, albeit with a focus on earning carry rather than pursuing significant spread compression.
Victory Park Capital discuss the opportunities and risks in this dynamic area of private credit.
The Global Research Team argues that the next few years should prove AI is more than a tech story as companies across sectors seek to leverage its potential for efficiency gains.
Considering the impact on oil prices and energy stocks from the U.S. removal of Nicolás Maduro.
How are stablecoins, tokenization, and artificial intelligence (AI) reshaping payment systems and financial markets?
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.