It’s easy for family office investors to get caught up in the story of smaller biotech firms that have the potential to change the world if their drugs or products come to market. Navigating these challenges can help to separate the noise from reality.
Considering how the U.S. election may influence markets leading up to November and which policies are worth monitoring.
Growth opportunities exist beyond the ‘Magnificent Seven’. Here, we explore large-cap tailwinds and a ‘peace dividend’ in Europe.
Please join Tom Ross, Portfolio Manager, as he delivers a quarterly update on the Janus Henderson European and Global High Yield strategies, as well as sharing his latest market perspectives and outlook.
In their mid-year outlook, the PCS Team at Janus Henderson discusses how higher yields are creating positively skewed return opportunities for fixed income investors.
Watch the pivotal discussion on the journey toward a sustainable future with our webinar, “Beyond Carbon: investing in a credible climate transition to drive real-world change.” that took place on 18 June.
The shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.
Romana Matouskova is a Credit Analyst at Janus Henderson Investors, a position she has held since 2021.