European Equities Portfolio Manager Robert Schramm-Fuchs explores the events shaping the future of European markets.
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.
Here we look at navigating the regulatory frameworks around investing in the European securitised market.
Data’s transformative power can be both a source of earnings and a force for good
To retain women as clients, financial advisors must earn their trust, be active listeners, and practice empathy.
Main learnings from NVIDIA’s annual technology conference, a notable market event highlighting the rapid progression of the AI revolution, including the investment opportunities.
New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.
Despite uncertainty surrounding a raft of Trump administration initiatives, steady economic data caused the Fed to hold firm.
An update on the listed real estate sector amid market uncertainty.
The sector offers both traditionally defensive holdings and long-term growth potential that now looks attractively valued.
Key steps teams can take to define, clarify, align, and measure their progress toward enhancing trust.
Welcome to the inaugural issue of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team.