Key considerations for investors as markets await clarity on the Trump administration’s evolving tariff agenda.
Insights
European Equities Portfolio Manager Robert Schramm-Fuchs explores the events shaping the future of European markets.
After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
With U.S. equity leadership broadening beyond mega-cap stocks, active management offers a path to uncover tomorrow’s winners while managing passive investment concentration risks.
New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.
The sector offers both traditionally defensive holdings and long-term growth potential that now looks attractively valued.
Investors are right to be concerned about policy-driven volatility, but at the same time should recognize the importance of staying invested during periods of uncertainty.
A resilient U.S. economy has helped push up valuations of certain stocks, making it all the more important to focus on fundamentals.
DeepSeek's open-source AI model has shaken the market – what does it mean for European companies involved in the race for AI dominance?
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
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.