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.
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.
International equities may be poised for a sustained re-rating as corporate reforms, rising ROE and improving shareholder returns narrow the gap with US markets.
As AI transforms the business landscape, discover how Janus Henderson's Research Fund seeks to uncover companies with the durable competitive advantages needed to succeed in a rapidly changing world.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.