Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
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.
A discussion on equity and fixed income positioning during a period of AI-driven economic growth and Fed policy uncertainty.
AI adoption, reshoring trends, and M&A activity could create long-duration growth tailwinds for small- and mid-cap domestic firms.
A discussion on why active management is critical to navigating complexity in today’s fixed income markets.
In this episode, MJ Lytle, Head of Product Innovation, and Stefan Garcia, Head of EMEA Specialist Sales, delve into the active ETF market, examining how ETFs differ from traditional solutions, as well as the strategic advantages and challenges they present to investors.
REITs present a compelling diversification opportunity amid economic uncertainty and potential interest rate shifts.
A look at five growth themes that remain in early stages with significant room for expansion.
How the continued evolution and implementation of AI is impacting companies, tech investors, and the global economy.
How pharmaceutical tariffs and drug pricing reform could help secure biopharma innovation over the long run.
With the Fed not certain how to navigate the potential impact of tariffs, we discuss how investors might be inviting undue risk within bond portfolios.
Our experts explore how the integration of financially-material ESG factors is essential for mining companies.
