How stock selection, flexible yield management, and tactical options writing together may deliver more than yield alone.
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.
Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.
Can an allocation to smaller companies help investors to capitalise on the ongoing shifts in global supply chains?
Corporate credit has stayed firm amid the volatility related to the Middle East conflict. We explore why volatility has stayed contained and what this means for investors.
While the Fed continues to face risks to both sides of its dual mandate, recent comments reveal growing concerns about inflation.
Volatile markets are changing the rules. Could trend following be the new anchor for portfolios?
What are collateralized loan obligations, and how might they play a role in investors’ portfolios?
Insights from the Janus Henderson Investment Conference in Abu Dhabi in January on geopolitics, AI and why active investing matters in today’s equity markets.
Explore how the rise of GLP-1 weight loss drugs and the growing awareness of ultra-processed foods are reshaping the food industry.
Assessing the positive and negative aspects of the February CPI report and the implications for fixed income investors.
Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.