After years of stagnation, the collapse of the German coalition opens the door to structural reforms that could benefit the economy and stock markets.
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Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.
Portfolio Manager Robert Schramm-Fuchs explains why fiscal and monetary easing measures globally could be positive for European equities.
Research Analyst David Barker considers how consumer staples firms are responding to what has been a difficult trading environment.
The arrival of less restrictive monetary policy could further buttress a still resilient U.S. economy.
Portfolio Manager Jamie Ross discusses the European Central Bank's decision to lower interest rates for the second time in 2024.
With inflation’s downward path appearing sustainable, the Fed believes the time has come to step away from highly restrictive monetary policy.
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.