No sector is immune from the threat of cybersecurity attacks. How can this risk be assessed from a credit and governance perspective in securitisation markets?
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Risk assets rebounded in Q2 as worries about tariffs eased and earnings growth proved resilient. Can the trend continue to hold on?
How pharmaceutical tariffs and drug pricing reform could help secure biopharma innovation over the long run.
Are shifting market dynamics building the need for real diversification in investors’ portfolios?
With the Fed not certain how to navigate the potential impact of tariffs, we discuss how investors might be inviting undue risk within bond portfolios.
How has Emerging Markets Debt (EMD) matured over the decades?
Integrating ABS in portfolios is like core-strengthening exercises, enhancing their stability, flexibility, and resilience, while optimising risk-adjusted returns.
Companies may be staying private longer, but that doesn’t diminish opportunities to capture early-stage growth in the small-cap universe.
Ali Dibadj, CEO, speaks with Janus Henderson’s experts about shifting market dynamics and the growing demand for active management.
The European ABS sector offers access to different consumer-driven and ‘real economy’ risks, diversifying from corporate credit. Here we unravel the sector's distinguishing features.
How companies are navigating tariff uncertainty and earnings impacts.