Stalled progress on inflation and policy uncertainty leaves the Fed little room but to hit the pause button.
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.
Reading between the lines of the FOMC statement and Chair Powell’s press conference comments.
We think the market has gone too far in discounting near-term headwinds for the sector, creating an opportunity for investors.
Chinese AI startup DeepSeek’s reasoning platform can be seen as a complement to larger foundational models – not a replacement.
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.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
Three strategies to help advisor teams stay focused on the goals they establish at the start of the year.
Multiple factors rationalise why investors should consider a strategic allocation to natural resources equities in 2025.