A necessary complement to company- and industry-level research in emerging markets is a robust understanding of a country’s macro environment and policy direction.
The importance of the macro environment within emerging markets equities
Why investors should look beyond the Mag 7 for opportunities in AI
Beyond the Magnificent Seven, many non-U.S. tech companies appear well positioned to benefit from the explosive growth of artificial intelligence.
Multi-Sector Income Fund: Seeks To Provide Access To The Best Ideas Across The Fixed Income Universe
John Lloyd, Portfolio Manager, explains how a multi-sector fund can help balance fixed income exposure across key risk factors.
Three reasons to be positive on UK small cap stocks following the 2024 Budget
In the 2024 budget, the government proactively addressed the UK equity market in several key areas…
Celia Soares
Celia Soares is a Client Portfolio Manager for fixed income strategies at Janus Henderson Investors, a position she has held since 2023.
Euro IG corporate bonds: a tale of spreads and yields
Yields available in the European investment grade corporate bond market remain attractive in a historical context, offering investors the potential to enjoy an attractive income and future total return.
European espresso: Making European building materials firms great again
What impact is US government spending is having on European building materials firms? Tom O’Hara explores.
Manuel Schaefer
Unlocking sustainable growth: A multidisciplinary approach
The benefits of a multidisciplinary approach to investing, particularly in unlocking sustainable growth opportunities.
Reigniting interest in Japanese equities
Following decades of economic stagnation in Japan, the region’s stocks are finally attracting investor attention again.