The UK election result offers investors the opportunity to refocus on the positive attributes of UK-listed companies.
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.
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.
The semiconductor industry is addressing power consumption, a key challenge in sustainable generative AI development.
Global equities have been driven by a small number of leading companies, notably the technology giants making up the so-called Magnificent Seven. But the opportunity-set is now broadening out. Here we explore key drivers at play in Europe and Japan, as covered by portfolio managers Tom O’Hara, Rory Stokes, and Julian McManus at the recent