Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.
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.
Not all private credit is created equal. Asset-backed lending offers transparency and resilience, challenging bubble fears and delivering stability in volatile markets.
Discover the factors reshaping consumer behaviour as Michelle Dunstan and her team at Janus Henderson explore emerging trends in health, wellness, and technology, alongside the economic impact of GLP-1 inhibitors and ultra-processed foods. Learn how these dynamics influence market valuations and investment strategies.
A discussion on equity and fixed income positioning during a period of AI-driven economic growth and Fed policy uncertainty.
AI adoption, reshoring trends, and M&A activity could create long-duration growth tailwinds for small- and mid-cap domestic firms.
A discussion on why active management is critical to navigating complexity in today’s fixed income markets.
REITs present a compelling diversification opportunity amid economic uncertainty and potential interest rate shifts.
How are structural reforms in Europe reshaping the landscape for investors across sectors and industries?
A look at five growth themes that remain in early stages with significant room for expansion.
How the continued evolution and implementation of AI is impacting companies, tech investors, and the global economy.
How pharmaceutical tariffs and drug pricing reform could help secure biopharma innovation over the long run.