After years of stagnation, the collapse of the German coalition opens the door to structural reforms that could benefit the economy and stock 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.
Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.
As market dynamics shift and mega-cap tech companies show vulnerability, global small caps could be poised for a significant resurgence.
The ‘Trump trade’ has impacted European equity markets, but reduced uncertainty following the election could be a tailwind for stocks in the region.
Uncertainty usually rises leading up to elections, but the actual result may help to reduce investor anxiety and market volatility.
In this series of short video interviews, Ali Dibadj, CEO, speaks with Janus Henderson’s experts about how they are investing together with clients for a brighter future.
Thinking Europe? Think ‘big picture’ themes like AI, says European equities Portfolio Manager Tom O’Hara.
Volatility has subsided, and corporate credit valuations have somewhat recovered. We consider how to assess value and weigh up opportunities in investment grade credit.
The French parliamentary elections are a potential risk event for European equities, but what did the results of the first round of voting tell us?
Just what else can small caps offer investors as a potential source of value?
A pivotal drop below a critical volatility level could signal the onset of a robust bond market rally. Is a turnaround imminent?