Some observers today have drawn parallels between the recent oil price surge spurring inflation and the oil shocks of the 1970s, but there are also stark similarities to the 1960s Guns & Butter period.
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.
A first-hand look at the Vicuña district high in the Andes, exploring why large-scale copper projects are vital to the energy transition and long-term global supply.
Since last April, small-cap and value stocks have outperformed large-cap growth and big tech. Can the rotation continue?
Impact of physical climate risk the real estate sector’s climate adaptation strategies, as well as the importance of company engagement to improve resilience and the long-term return potential of property assets.
Can an allocation to smaller companies help investors to capitalise on the ongoing shifts in global supply chains?
Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.
China’s AI sector is entering a pivotal phase in 2026, driven by mass adoption campaigns, rapid progress in agentic models, and a pragmatic approach to funding and monetisation.
Corporate credit has stayed firm amid the volatility related to the Middle East conflict. We explore why volatility has stayed contained and what this means for investors.
While the Fed continues to face risks to both sides of its dual mandate, recent comments reveal growing concerns about inflation.
Key highlights from NVIDIA's GTC 2026 event.
Insights from the Janus Henderson Investment Conference in Abu Dhabi in January on geopolitics, AI and why active investing matters in today’s equity markets.