Is the semiconductor industry becoming the necessary 'voice of reason' amid AI exuberance?
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.
BBB CLOs combine income, structural resilience and diversification benefits, offering an alternative way to reshape credit exposure for a late‑cycle environment of tight credit spreads.
The Multi-Asset Team provide an update on their long-term model-based expectations for capital markets at the start of 2026.
Discover the factors reshaping consumer behaviour as Michelle Dunstan and her team at Janus Henderson explore emerging trends in health, wellness, and technology, alongside the economic impact of GLP-1 inhibitors and ultra-processed foods. Learn how these dynamics influence market valuations and investment strategies.
Why short and longer dated bonds are behaving differently.
Victory Park Capital discuss the opportunities and risks in this dynamic area of private credit.
The Global Research Team argues that the next few years should prove AI is more than a tech story as companies across sectors seek to leverage its potential for efficiency gains.
Considering the impact on oil prices and energy stocks from the U.S. removal of Nicolás Maduro.
What are the implications for risk appetite, emerging markets and geopolitics after Trump’s ousting of Venezuela’s Maduro?
How are stablecoins, tokenization, and artificial intelligence (AI) reshaping payment systems and financial markets?
What will U.S. action and the presidential change in Venezuela mean for investors?