Portfolio Manager Luke Newman highlights the strategic opportunities and potential risks for absolute return strategies in 2025.
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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.
In his outlook for global equities, Julian McManus highlights the importance of a bottom-up approach to stock picking given the potential for new sources of growth—and volatility.
Potentially higher US inflation and growth coupled with tariffs are likely to impact the emerging markets landscape. What are implications for emerging markets debt investors?
After years of stagnation, the collapse of the German coalition opens the door to structural reforms that could benefit the economy and stock markets.
Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.
As market dynamics shift and mega-cap tech companies show vulnerability, global small caps could be poised for a significant resurgence.
The ‘Trump trade’ has impacted European equity markets, but reduced uncertainty following the election could be a tailwind for stocks in the region.
Uncertainty usually rises leading up to elections, but the actual result may help to reduce investor anxiety and market volatility.
In this series of short video interviews, Ali Dibadj, CEO, speaks with Janus Henderson’s experts about how they are investing together with clients for a brighter future.
Thinking Europe? Think ‘big picture’ themes like AI, says European equities Portfolio Manager Tom O’Hara.
Volatility has subsided, and corporate credit valuations have somewhat recovered. We consider how to assess value and weigh up opportunities in investment grade credit.