The technology sector is adjusting to an era of higher discount rates and certain segments becoming more exposed to undulations in the broader economy.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Janus Henderson’s Investment teams explore biodiversity loss and the role of finance in protecting nature.
Find out why European smaller companies offer bountiful opportunity for active stock pickers.
How high yield fixed income can help to bring defensive characteristics to multi-asset portfolios in a rising rate environment.
Taking cues from the market, the Fed gave a nod to inflation reality by raising policy rates by three-quarters of a percentage point.
Healthcare technology companies are providing solutions to the rising demand for healthcare, but what are the implications for investors?
In this interview, Doug Rao, US equities portfolio manager, discusses the key themes that investors should be aware of in a changing market environment.
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses how businesses are changing the way we use and consume water.
In this new series of primers we examine key sustainability challenges that humanity is facing.
Is net zero carbon an achievable goal for the aviation industry? The European Equities Team explore.
Global Property Equities portfolio manager Greg Kuhl discusses the concept of the REITs 3.0 flywheel and how its virtuous cycle of sustainable growth can generate value for investors.