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.
Marketing communication.
Identifying the appropriate range for policy rates has gotten even more challenging given economic initiatives proposed by the incoming administration.
What investors should consider as the U.S. election outcome becomes clear.
Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.
Uncertainty usually rises leading up to elections, but the actual result may help to reduce investor anxiety and market volatility.
A recent trip to India highlighted the country’s progress in building out key infrastructure, setting the stage for future growth.
We explore the electoral setback for Japan’s Liberal Democratic Party, as the country navigates political uncertainty and market instability.
Here we explore how integration of financially material ESG risks and opportunities helps Janus Henderson deliver client outcomes.
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.
Global small caps offer investors long-term returns potential. Here we summarise the views of our small cap experts to questions from investors.
Discussion on the implications for tech investing in terms of demographic differences, geopolitical factors, and why patience is needed to invest in AI opportunities.