The sector’s traditionally defensive qualities and accelerating innovation could stand out amid a potentially slowing economy.
Healthcare stocks shine in a dimming economy
Global Perspectives: Exploring potential in commercial real estate-backed debt
Our experts discuss the current landscape in commercial real estate and emerging opportunities for investors in both private and public commercial real estate-backed debt.
Top-of-mind market risks for U.S. equities
How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.
Where next for recovery? – Lowland Investment Company
So-called recovery stocks have fuelled returns from Lowland Investment Company over the last two years. Here, co-manager Laura Foll identifies some potential recovery stories.
Top-of-mind market risks for U.S. equities
How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.
Australian economic view – October 2024
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Securitised debt: An introduction to the European market
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.
China’s bazooka stimulus: A turning point for economic growth and investor confidence?
China’s latest stimulus measures could be the catalyst needed to restore confidence and unlock value in its equity markets.
AI: Balancing this revolutionary technology’s opportunities and risks
Accessing the promising return potential of AI requires a thorough understanding of this investment theme’s unique set of risks.
Research in Focus: Finding smoother air in the aerospace industry
This aerospace firm supports the case for why fundamental research matters in investing.