Low valuations, accommodative monetary policies, and fiscal spending initiatives are boosting the outlook for ex U.S. stocks.
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.
Ben Wallace and Luke Newman explore the complexities of long-short equity strategies, focusing on market rationality and risk management.
Ali Dibadj, CEO, speaks with Janus Henderson’s experts about shifting market dynamics and the growing demand for active management.
Commercial development and adoption of autonomous driving is being driven by accelerating AI advancements.
Resilient hard economic data give the Fed cover to further observe the possible inflationary impact of still-uncertain tariffs.
How companies are navigating tariff uncertainty and earnings impacts.
Oil prices surged on supply fears in the wake of Israel’s attack on Iran, but the long-term outlook will be shaped by Iran’s response, as well as OPEC.
How Israel’s latest attack on Iran is impacting markets and the implications for risk assets.
After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.
An update on the three macro drivers we believe will shape markets in the second half of 2025.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.