A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
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.
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.
Why we believe a rate hike backing up hawkish rhetoric is a step in the right direction for calming a jittery bond market.
How to build a global equity porfolio fit for the next decade.
Tokenisation is no longer theoretical. Learn why breaking down digital asset "walled gardens" could unlock liquidity, efficiency, and growth.