Here we explore the importance of evaluating transition plans in identifying both market risks and opportunities.
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.
Many investors underappreciate the historical outperformance shorter-dated bond strategies have delivered relative to money market allocations.
The UK election result offers investors the opportunity to refocus on the positive attributes of UK-listed companies.
The possibility the UK will get a Labour government in the wake of the general election (July 4) is all but certain.1 The potential upshot of which will be political stability, a focus on growth, and the promise of warmer relations with Europe, all of which serve as a boon to UK equities, according to
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?
The semiconductor industry is addressing power consumption, a key challenge in sustainable generative AI development.
Growth opportunities exist beyond the ‘Magnificent Seven’. Here, we explore large-cap tailwinds and a ‘peace dividend’ in Europe.
The shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.
The French President’s surprise calling of a snap election in response to a stronger showing from the far right in the European election has driven volatility in French bonds. Hear from Janus Henderson’s credit team on whether this represents an opportunity or risk.
The building blocks are moving into place for European mid-caps to come back into focus.
The backdrop for Japanese listed property stocks looks supportive for a revival in the asset class.