We think the market has gone too far in discounting near-term headwinds for the sector, creating an opportunity 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.
Market concerns around DeepSeek's most recent LLM developments and its implications for investors.
Ali Dibadj, CEO, speaks with Brendan Carroll, Co-Founder & Senior Partner at Victory Park Capital, which specialises in private credit asset-backed lending and recently became part of the Janus Henderson family.
Key takeaways from the Bank of Japan’s latest rate hike decision and its more optimistic economic forecasts.
European AAA CLOs offer the opportunity to capture high credit quality, defensive income and improve portfolio diversification. How do CLOs work and what can history tell us about the asset class?
The mass of capital flowing into US AI infrastructure signals a durable shift towards more capital-intensive operations, with ramifications across markets – including Europe.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
Discussion on the implications of the mega AI infrastructure project on the technology sector.
Multiple factors rationalise why investors should consider a strategic allocation to natural resources equities in 2025.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.