Nick Cherney, Head of Innovation, forecasts that European actively ETFs will grow to US$1 trillion by 2030 and what that means for investors.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.
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.
The factors driving an extended insurance pricing cycle in the U.S. and how to navigate the growth opportunities and risks present in this evolving landscape.
Why education is key to helping investors avoid making portfolio decisions in reaction to short-term events.
Unloved and undervalued – but with peak interest rates seemingly behind us in this cycle, are small caps well placed to benefit? The PCS Team considers the prospects for small caps.
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
Why we believe MBS is poised for outperformance in the current environment.
The Portfolio Construction & Strategy Team discusses the importance of earnings growth in unearthing overlooked opportunities.
Our Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.