The sector’s traditionally defensive qualities and accelerating innovation could stand out amid a potentially slowing economy.
Insights
Why we do not expect the last-minute change in the U.S. presidential election to lead to heightened volatility in healthcare stocks.
With U.S. elections approaching, investors should consider how more insular American economic policy could affect emerging markets (EMs).
The UK election result offers investors the opportunity to refocus on the positive attributes of UK-listed companies.
The possibility the UK will get a Labour government in the wake of the general election (July 4) is all but certain.1 The potential upshot of which will be political stability, a focus on growth, and the promise of warmer relations with Europe, all of which serve as a boon to UK equities, according to
French President Macron has gambled on a snap election as the EU election results fuel turmoil, but what does this mean for European equities? A quick insight into some of the views on at Janus Henderson’s European Equities team.
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
The Economist Intelligence Unit explores some of the data behind geopolitics while CEO Ali Dibadj provides his perspective on what it means for investors.