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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.
How bond investors can take advantage of higher short-term yields while still managing duration exposure.
How restrictive policy is taking effect and why it should lead to a pullback in yields from current highs.
Why deforestation can have a financially-material impact on companies and how engagement can lead to better investment outcomes.
While progress has been made, the Fed continues to signal that the battle to lower inflation is far from over.
The importance of thematic investing and portfolio construction considerations.
In honor of Climate Week 2023, find out Janus Henderson’s corporate commitment to climate.
A discussion of current opportunities in equities and fixed income, and why we see a more attractive environment for multi-asset portfolios ahead.
Discover the three factors that should shape thematic investing and allow investors to tap into transformational change.
Brazil seeks fiscal stability while confronting high interest rates and a slowing economy.
Why attractive valuations and new growth opportunities make healthcare worthy of another look by investors.