Here we explore the importance of evaluating transition plans in identifying both market risks and opportunities.
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.
Despite headlines criticizing the rising cost of fast food, consumers’ appetite for food away from home looks set to grow over the long term.
The UK election result offers investors the opportunity to refocus on the positive attributes of UK-listed companies.
Our Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
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
Low valuations and accelerating innovation are helping biotech recover from one of its worst drawdowns on record.
In this episode, Head of Australian Fixed Interest, Jay Sivapalan, and Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, discuss the world of credit, from the current market conditions to the nuanced opportunities and risks that lie ahead.
Please join us for an introductory webinar to introduce and familiarise you with the Janus Henderson Diversified Credit Fund with Shan Kwee, Portfolio Manager. Shan will provide an overview of Janus Henderson and the Australian Fixed Interest Team, and will detail how they build a portfolio of diverse global & domestic credit securities providing income over the longer term.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Generative AI is set to radically alter how humans interact with technology, likely ushering in an era of rising productivity.
These medical advances are revolutionizing patient care and creating new growth opportunities in the sector.