We unpack climate and nature reporting standards and how they enable investors to make investment decisions on financially material factors.
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.
Timeless teachings from Greek Stoic philosopher Epictetus that may help investors navigate market volatility and uncertainty.
The material costs of frittering away the U.S. dollar’s reserve currency status must be considered in any trade rebalancing.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Data’s transformative power can be both a source of earnings and a force for good
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.
European equities have kicked off 2025 with their best start in two decades compared to the US, but is this sustainable?
While the politics of climate are changing, the prevailing trends continue to reveal significant investment opportunities in the energy transition, as outlined by Tal Lomnitzer.
At the recent UK Investment Conference, Ali Dibadj, CEO, spoke with global equities portfolio manager, Julian McManus, about why now is such a good time to be an active investor.
With all eyes focused on the White House, investors must decide what the incoming President’s policies will mean for markets and how to position accordingly. Ahead of the inauguration, we asked our portfolio managers what they think should be front of mind for investors.
While the growing potential of generative AI is undeniably exciting, expectations and stock valuations need to be realistic to identify the true beneficiaries of this technological evolution.