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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Following a period of market weakness, Chinese stocks are now looking more appealing to investors.
Find out why European smaller companies offer bountiful opportunity for active stock pickers.
How high yield fixed income can help to bring defensive characteristics to multi-asset portfolios in a rising rate environment.
All eyes are on the European Central Bank (ECB) in its bid to tame inflation, but could tightening monetary policy at this point usher in different risks? Portfolio manager Bethany Payne considers the ECB’s options.
As demand for electric vehicles (EVs) solidifies, the next big question for investors will be supply.
Healthcare technology companies are providing solutions to the rising demand for healthcare, but what are the implications for investors?
Janus Henderson’s Investment teams explore biodiversity loss and the role of finance in protecting nature.
Low supply is providing a supportive technical environment for high yield bonds, helping to counter some of the inflation and growth concerns.
Recession risks and rising rates have lifted yields on high yield bonds so are these concerns now largely priced in?
In this interview, Doug Rao, US equities portfolio manager, discusses the key themes that investors should be aware of in a changing market environment.