Key takeaways from the Bank of Japan’s latest rate hike decision and its more optimistic economic forecasts.
Positive momentum for Japanese equities strengthens as central bank unpauses rate hikes
The case for European Collateralised Loan Obligations
European AAA CLOs offer the opportunity to capture high credit quality, defensive income and improve portfolio diversification. How do CLOs work and what can history tell us about the asset class?
European espresso: Pivotal shift in AI infrastructure presents supply chain opportunities
The mass of capital flowing into US AI infrastructure signals a durable shift towards more capital-intensive operations, with ramifications across markets – including Europe.
Could Ryanair take off? – analysis from Henderson European Trust
While the UK market is having a moment in the sun, investors in The City of London Investment Trust have long benefitted from a standout dividend history…
AMS test
CEO Sessions: Brighter future investing with Brendan Carroll
These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable.
Chart to Watch: Inflation volatility likely but the case for small caps remains strong
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
Stargate AI: further reacceleration of the AI compute wave
Discussion on the implications of the mega AI infrastructure project on the technology sector.
2025 goal setting: Three steps to maintain your team’s momentum
Three strategies to help advisor teams stay focused on the goals they establish at the start of the year.
Preeti Rathi
Date of Appointment 31 December 2024 Skills and Experience Preeti has been a Senior Investment Director at Investec for over nine years, specialising in the management of bespoke global investment strategies for high net worth private clients, offshore trusts and corporates. She was formerly a Director of TIE London Limited and a Discretionary Portfolio Manager