With predictions for the consumption of energy, metals and food over the next 25 years overwhelming those from all previous periods, Daniel Sullivan, Head of Global Natural Resources, outlines an approach for achieving long-term success in the natural resources sector.
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While diverse growth opportunities exist in mid-cap stocks, we believe a selective approach with valuation discipline is warranted.
Hard currency EM debt continues to offer investors attractive carry/yield opportunities, although with spreads having tightened, further upside in 2024 will likely be more country specific.
Janus Henderson’s key achievements in 2023 across corporate responsibility and ESG investing.
Can skincare and fragrances buck the trend within European consumer staples?
The money illusion can cause investors to act irrationally during periods of inflation.
In this episode, Head of Australian Fixed Interest Jay Sivapalan, and Matt Bullock, EMEA Head of Portfolio Construction and Strategy, discuss why the Australian Fixed Interest market is making a resurgence and where the opportunities are over the next 12 months.
April’s CPI report keeps hopes for a summer rate cut alive, but are investors underestimating the rate trajectory through 2026?
Just what else can small caps offer investors as a potential source of value?
The final installment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.
The second installment in a three-part video series explores collateralized debt obligations (CDOs) and synthetic CDOs and their role in the Global Financial Crisis.