After years of stagnation, the collapse of the German coalition opens the door to structural reforms that could benefit the economy and stock markets.
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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.
Thinking Europe? Think ‘big picture’ themes like AI, says European equities Portfolio Manager Tom O’Hara.
With investors reacting to the worst global stock market sell-off since 2020, we consider the all-important question – what next?
The French parliamentary elections are a potential risk event for European equities, but what did the results of the first round of voting tell us?
Just what else can small caps offer investors as a potential source of value?
The first in a three-part video series explores the role securitized assets played in the Global Financial Crisis.
Higher-for-longer rates creates opportunity and risk within European loans with quality names expected to outperform highly leveraged credits.