The sector’s traditionally defensive qualities and accelerating innovation could stand out amid a potentially slowing economy.
Insights
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Signals embedded in options markets indicate a closer race for the White House than suggested by consensus polling data.
Why we do not expect the last-minute change in the U.S. presidential election to lead to heightened volatility in healthcare stocks.
With U.S. elections approaching, investors should consider how more insular American economic policy could affect emerging markets (EMs).
The UK election result offers investors the opportunity to refocus on the positive attributes of UK-listed companies.
The possibility the UK will get a Labour government in the wake of the general election (July 4) is all but certain.1 The potential upshot of which will be political stability, a focus on growth, and the promise of warmer relations with Europe, all of which serve as a boon to UK equities, according to
In light of recent developments in the U.S. presidential campaign, signals embedded in options markets now indicate nearly even odds between President Biden and former President Trump.
Considering how the U.S. election may influence markets leading up to November and which policies are worth monitoring.
The French President’s surprise calling of a snap election in response to a stronger showing from the far right in the European election has driven volatility in French bonds. Hear from Janus Henderson’s credit team on whether this represents an opportunity or risk.
French President Macron has gambled on a snap election as the EU election results fuel turmoil, but what does this mean for European equities? A quick insight into some of the views on at Janus Henderson’s European Equities team.
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.