In their mid-year outlook, the PCS Team at Janus Henderson discusses how pricing disparities between U.S. securitized and corporate bonds are creating opportunities for investors.
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.
Generative AI is set to radically alter how humans interact with technology, likely ushering in an era of rising productivity.
These medical advances are revolutionizing patient care and creating new growth opportunities in the sector.
The semiconductor industry is addressing power consumption, a key challenge in sustainable generative AI development.
Global equities have been driven by a small number of leading companies, notably the technology giants making up the so-called Magnificent Seven. But the opportunity-set is now broadening out. Here we explore key drivers at play in Europe and Japan, as covered by portfolio managers Tom O’Hara, Rory Stokes, and Julian McManus at the recent
The shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.
The building blocks are moving into place for European mid-caps to come back into focus.
The backdrop for Japanese listed property stocks looks supportive for a revival in the asset class.
In their mid-year outlook, Marc Pinto and Lucas Klein explain why they see a growing opportunity set in stocks.
With inflation once again showing signs of easing, the Fed appears on track to cut policy rates – just not yet.
Janus Henderson's recent Global Investment Summit explored growth drivers in equities, noting record levels of innovation in healthcare and technology as well as developments in real estate and sustainability.