A strong economy, persistent inflation, and a lagging Fed could signal tighter monetary policy ahead and a renewed focus on fundamentally driven investments.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Considering the risks posed by AI to technology and software loans.
China’s biotech industry has evolved from a fast follower to a key source of global drug innovation.
As small-cap takeover activity accelerates, how can shareholders judge whether a deal is fair?
Learn how climate and nature-related risks and opportunities are shaping investment analysis. This series from Janus Henderson explores financially material sustainability considerations.
Why we believe a rate hike backing up hawkish rhetoric is a step in the right direction for calming a jittery bond market.
Exploring how developed markets outside the U.S. may offer a compelling environment for a disciplined multi-factor approach.
Tokenisation is no longer theoretical. Learn why breaking down digital asset "walled gardens" could unlock liquidity, efficiency, and growth.
How a potential super El Niño exposes climate vulnerabilities and reinforces the investment case for resilience across insurance, infrastructure and energy systems.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.
Why we think small caps can build on renewed performance strength.