Reading between the lines of the FOMC statement and Chair Powell’s press conference comments.
Insights
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Stalled progress on inflation and policy uncertainty leaves the Fed little room but to hit the pause button.
We think the market has gone too far in discounting near-term headwinds for the sector, creating an opportunity for investors.
Market concerns around DeepSeek's most recent LLM developments and its implications for investors.
Ali Dibadj, CEO, speaks with Brendan Carroll, Co-Founder & Senior Partner at Victory Park Capital, which specialises in private credit asset-backed lending and recently became part of the Janus Henderson family.
Key takeaways from the Bank of Japan’s latest rate hike decision and its more optimistic economic forecasts.
The mass of capital flowing into US AI infrastructure signals a durable shift towards more capital-intensive operations, with ramifications across markets – including Europe.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
Discussion on the implications of the mega AI infrastructure project on the technology sector.
Multiple factors rationalise why investors should consider a strategic allocation to natural resources equities in 2025.
Investment team's personal insights on being long-term investors in the listed real estate space.