In his outlook for global equities, Julian McManus highlights the importance of a bottom-up approach to stock picking given the potential for new sources of growth—and volatility.
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.
Potentially higher US inflation and growth coupled with tariffs are likely to impact the emerging markets landscape. What are implications for emerging markets debt investors?
After years of stagnation, the collapse of the German coalition opens the door to structural reforms that could benefit the economy and stock markets.
Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.
As market dynamics shift and mega-cap tech companies show vulnerability, global small caps could be poised for a significant resurgence.
The ‘Trump trade’ has impacted European equity markets, but reduced uncertainty following the election could be a tailwind for stocks in the region.
Uncertainty usually rises leading up to elections, but the actual result may help to reduce investor anxiety and market volatility.
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.
What’s driving the dispersion in recent performance across European retail CMBS?
European securitised is a deep, diverse and liquid market, but it is often poorly understood. Understanding how securitisation works and the potential advantages of the sub-asset classes is key for investors.
Capturing yield, diversification, and growth from their fixed income allocations is a challenge facing investors. How does the emerging markets debt hard currency asset class stack up?