As the Trump administration enters its second year with a focus on affordability, investors must consider what the president’s latest policies will mean for markets.
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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.
New research highlights the importance of considering individual preferences to help determine the optimal age for claiming Social Security benefits.
The fourth quarter of 2025 featured powerful secular themes that the Research Team believes will continue to create compelling opportunities across sectors in the year ahead.
While options markets indicate a relatively sanguine 2026 for equities, investors should take note of a potentially worrisome absence of systemic risk.
Discover how Janus Henderson’s ACS Support Shares Initiative is redefining investments by supporting cancer research and patient care alongside financial outcomes.
By focusing on four key areas, wealth advisory teams can use artificial intelligence (AI) to amplify – rather than replace – human intelligence.
US–EU tensions escalate as new US tariffs prompt European unity and raise market escalation risks.
Not all private credit is created equal. Asset-backed lending offers transparency and resilience, challenging bubble fears and delivering stability in volatile markets.
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.
Greg Wilensky discusses why, following an exceptional year across fixed-income sectors in 2025, his outlook for the year ahead is constructive, albeit with a focus on earning carry rather than pursuing significant spread compression.