Considering the impact on oil prices and energy stocks from the U.S. removal of Nicolás Maduro.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
What are the implications for risk appetite, emerging markets and geopolitics after Trump’s ousting of Venezuela’s Maduro?
How are stablecoins, tokenization, and artificial intelligence (AI) reshaping payment systems and financial markets?
What will U.S. action and the presidential change in Venezuela mean for investors?
After several weeks meeting companies, peers, and experts in Japan, Jigar Pipalia from the Global Sustainable Equities Team, is convinced that digitalisation is one of the most compelling investing opportunities in Japan today.
Attractive yield and fundamental diversification makes emerging markets hard currency debt a compelling opportunity for 2026.
Surging supply from AI-driven tech giants is reshaping investment grade credit. Explore what this means for spreads, sector shifts, and investor strategies in 2026.
Join Janus Henderson's investment experts as they discuss the market outlook for 2026, focusing on AI's growth potential, the K-shaped economy, and strategies for managing the higher cost of capital. Learn how to optimise portfolios amidst evolving risks and opportunities.
Reasons why Japanese stocks ae positioned for another year of attractive returns in 2026.
Although facing risks to both sides of its dual mandate, the Fed prioritized soft jobs data by delivering a quarter-point rate cut.
Sydney’s office market is facing muted future supply and a flight-to-quality.