How can businesses and investors navigate the challenges of “Tariff Wars II”, initiated by the Trump administration?
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.
A resilient U.S. economy has helped push up valuations of certain stocks, making it all the more important to focus on fundamentals.
The mass of capital flowing into US AI infrastructure signals a durable shift towards more capital-intensive operations, with ramifications across markets – including Europe.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
In his outlook for global equities, Julian McManus highlights the importance of a bottom-up approach to stock picking given the potential for new sources of growth—and volatility.
After years of stagnation, the collapse of the German coalition opens the door to structural reforms that could benefit the economy and stock markets.
Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.
As market dynamics shift and mega-cap tech companies show vulnerability, global small caps could be poised for a significant resurgence.
The ‘Trump trade’ has impacted European equity markets, but reduced uncertainty following the election could be a tailwind for stocks in the region.
Uncertainty usually rises leading up to elections, but the actual result may help to reduce investor anxiety and market volatility.
In this series of short video interviews, Ali Dibadj, CEO, speaks with Janus Henderson’s experts about how they are investing together with clients for a brighter future.