Why the U.S. economy has a chance at avoiding recession. Plus, the opportunity we’re seeing in secular growth businesses.
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.
The material costs of frittering away the U.S. dollar’s reserve currency status must be considered in any trade rebalancing.
Rather than favoring U.S. stocks at any price, investors may want to prioritize a global approach focused on valuation and free-cash-flow growth.
Can diversification help investors to ride out the uncertainty as US tariffs reshape global trade dynamics?
European Equities Portfolio Manager Robert Schramm-Fuchs explores the events shaping the future of European markets.
Welcome to the inaugural issue of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team.
European equities have kicked off 2025 with their best start in two decades compared to the US, but is this sustainable?
Could plans to loosen Germany's debt rules open the door to more robust growth in Europe's powerhouse economy?
From ballots to banks and barracks – could this federal election mark the end of stagnation for Europe’s powerhouse economy?
Fiscal reform and strategic autonomy are some of the potential focal points for the new German government. Explore the perspective for credit investors.
Securitisations are mislabelled as 'risky’ and ‘illiquid’, but in reality help investors access attractive risk-adjusted returns, improve diversification and manage duration risk.