We see three macro drivers that investors must expertly navigate in 2025 and beyond. Explore our thinking on positioning for a brighter investment future.
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.
Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.
Signals embedded in options markets indicate essentially a toss-up, with a very slight edge for former President Trump.
Uncertainty usually rises leading up to elections, but the actual result may help to reduce investor anxiety and market volatility.
The Market GPS Multi-Asset Quarterly highlights key drivers and shares the Multi-Asset Team’s dashboard that informs their positioning.
In this series of short video interviews, Ali Dibadj, CEO, speaks with Janus Henderson’s experts about how they are investing together with clients for a brighter future.
This week's chart to watch spotlights the contrast between U.S. rate cut expectations and the broad economic growth trajectory.
Signals embedded in options markets indicate a closer race for the White House than suggested by consensus polling data.
With investors reacting to the worst global stock market sell-off since 2020, we consider the all-important question – what next?
In light of recent developments in the U.S. presidential campaign, signals embedded in options markets now indicate nearly even odds between President Biden and former President Trump.
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.