The risk of tariff-induced supply disruptions has raised the stakes for monetary policy error.
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.
Portfolio Manager Hamish Chamberlayne explores how, in a world marked by geopolitical upheaval, artificial intelligence (AI) is transforming traditional economic forces, presenting both opportunities and challenges.
Despite weak jobs data, we consider the economy to be on solid footing and remain focused on the long-run tailwinds that may be created through policy change and secular growth drivers.
Weakness is U.S. hiring should be taken within the context of tariff uncertainty, but other labor market metrics are holding steady.
Despite somewhat sticky inflation and a recent softening in the labor market, the majority of U.S. households are in a stronger financial position than they were pre-COVID.
How might investors position themselves to capitalise on the growth of the humanoid robots revolution?
Delving into the relative value between fixed income sectors and our preference for carry.
Janus Henderson’s exclusive partnership with UC Berkeley Executive Education, a vital step in creating better financial outcomes for clients.
Reasons for a constructive outlook for European REITs.
Risk assets rebounded in Q2 as worries about tariffs eased and earnings growth proved resilient. Can the trend continue to hold on?
AI integration and regional dynamics offer a fresh perspective for global small caps.