With Trump's tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.
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.
Why the U.S. economy has a chance at avoiding recession. Plus, the opportunity we’re seeing in secular growth businesses.
The material costs of frittering away the U.S. dollar’s reserve currency status must be considered in any trade rebalancing.
Rather than favoring U.S. stocks at any price, investors may want to prioritize a global approach focused on valuation and free-cash-flow growth.
Welcome to the inaugural issue of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team.
European equities have kicked off 2025 with their best start in two decades compared to the US, but is this sustainable?
Fiscal reform and strategic autonomy are some of the potential focal points for the new German government. Explore the perspective for credit investors.
How can businesses and investors navigate the challenges of “Tariff Wars II”, initiated by the Trump administration?
Reading between the lines of the FOMC statement and Chair Powell’s press conference comments.
Stalled progress on inflation and policy uncertainty leaves the Fed little room but to hit the pause button.
Luke Newman, Kareena Moledina and Richard Clode join Matthew Bullock to delve into the prospects for active equities and fixed income strategies in the year ahead.