Romana Matouskova
Romana Matouskova is a Credit Analyst at Janus Henderson Investors, a position she has held since 2021.
Quick view: European elections shift prospects for French banks and utilities
The French President’s surprise calling of a snap election in response to a stronger showing from the far right in the European election has driven volatility in French bonds. Hear from Janus Henderson’s credit team on whether this represents an opportunity or risk.
European espresso: Is it time for a catch-up trade in European mid-caps?
The building blocks are moving into place for European mid-caps to come back into focus.
Japanese property: a great turnaround story has legs
The backdrop for Japanese listed property stocks looks supportive for a revival in the asset class.
Fulton Ballett
Regime change: New backdrop brings new challenges
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
Equity outlook: A broadening of opportunities
In their mid-year outlook, Marc Pinto and Lucas Klein explain why they see a growing opportunity set in stocks.
Fixed income outlook: Paid to wait for rate cuts
Jim Cielinski explores the income opportunity amid rates uncertainty.
Global Perspectives: Where do we go from here?
Hear the views of our asset class heads on market drivers for the second half of the year.