Despite headlines criticizing the rising cost of fast food, consumers’ appetite for food away from home looks set to grow over the long term.
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 UK election result offers investors the opportunity to refocus on the positive attributes of UK-listed companies.
Growth opportunities exist beyond the ‘Magnificent Seven’. Here, we explore large-cap tailwinds and a ‘peace dividend’ in Europe.
Hear the views of our asset class heads on market drivers for the second half of the year.
Janus Henderson's recent Global Investment Summit explored growth drivers in equities, highlighting key investment themes and opportunities across the market capitalization spectrum.
While stickier-than-expected inflation undoubtedly alters the timing of rate cuts, it likely does not affect the Fed’s goal of eventually easing restrictive policy.
How will the investment landscape shift in light of higher borrowing costs?
The Economist Intelligence Unit (EIU) explores the shift back to in-office working and the uptake of AI while Janus Henderson CEO Ali Dibadj looks at what it means for investors.
The Economist Intelligence Unit explores some of the data behind geopolitics while CEO Ali Dibadj provides his perspective on what it means for investors.
In his outlook for 2024, Jeremiah Buckley examines key factors contributing to earnings growth expectations in U.S. large-cap equities.
Ali Dibadj outlines the macroeconomic drivers likely to shape the coming decade and why these suit an active approach to investing.