Given the uncertain outlook for rates, investors may be increasingly rewarded for harvesting carry rather than relying on directional market calls.
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 next phase of the energy transition is creating compelling investment opportunities.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
The securitised sector offers access to different consumer-driven and ‘real economy’ risks, diversifying from corporate credit. Here we unravel the sector's distinguishing features.
US-China relations: Mutual dependence is keeping tensions in check
Why the market may be overlooking the long-term strengths of some of Europe's leading luxury brands.
A strong economy, persistent inflation, and a lagging Fed could signal tighter monetary policy ahead and a renewed focus on fundamentally driven investments.
China’s biotech industry has evolved from a fast follower to a key source of global drug innovation.
As small-cap takeover activity accelerates, how can shareholders judge whether a deal is fair?
Learn how climate and nature-related risks and opportunities are shaping investment analysis. This series from Janus Henderson explores financially material sustainability considerations.
With US Treasury yields at 5%, we explore whether ‘crowding out’ is a phenomenon evident in fixed income.