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.
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.
Can diversification help investors to ride out the uncertainty as US tariffs reshape global trade dynamics?
Jay Sivapalan, Head of Australian Fixed Interest and Emma Lawson, Fixed Interest Strategist - Macroeconomics share their views on the US tariff announcements and the potential economic and investment implications.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
European Equities Portfolio Manager Robert Schramm-Fuchs explores the events shaping the future of European markets.
After the bank failures of 2023, the sector is making a comeback thanks in part to a stable rate environment and optimism around capital markets activity.
European equities have kicked off 2025 with their best start in two decades compared to the US, but is this sustainable?
Could plans to loosen Germany's debt rules open the door to more robust growth in Europe's powerhouse economy?
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
From ballots to banks and barracks – could this federal election mark the end of stagnation for Europe’s powerhouse economy?
Fiscal reform and strategic autonomy are some of the potential focal points for the new German government. Explore the perspective for credit investors.