Welcome to the inaugural issue of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team.
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.
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?
Fiscal reform and strategic autonomy are some of the potential focal points for the new German government. Explore the perspective for credit investors.
How can businesses and investors navigate the challenges of “Tariff Wars II”, initiated by the Trump administration?
Stalled progress on inflation and policy uncertainty leaves the Fed little room but to hit the pause button.
Luke Newman, Kareena Moledina and Richard Clode join Matthew Bullock to delve into the prospects for active equities and fixed income strategies in the year ahead.
Jeremiah Buckley explains why, in 2025, he expects the market to increasingly differentiate between companies delivering on growth expectations and those falling short.
Marc Pinto and Lucas Klein say a market broadening that started in 2024 could continue into next year, creating opportunities for active investors.
A resurgence in productivity underscores a significant shift toward greater efficiency.
Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.