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
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Low valuations and accelerating innovation are helping biotech recover from one of its worst drawdowns on record.
In light of recent developments in the U.S. presidential campaign, signals embedded in options markets now indicate nearly even odds between President Biden and former President Trump.
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?
In their mid-year outlook, the PCS Team at Janus Henderson discusses how pricing disparities between U.S. securitized and corporate bonds are creating opportunities for investors.
Generative AI is set to radically alter how humans interact with technology, likely ushering in an era of rising productivity.
These medical advances are revolutionizing patient care and creating new growth opportunities in the sector.
The semiconductor industry is addressing power consumption, a key challenge in sustainable generative AI development.
Considering how the U.S. election may influence markets leading up to November and which policies are worth monitoring.
Global equities have been driven by a small number of leading companies, notably the technology giants making up the so-called Magnificent Seven. But the opportunity-set is now broadening out. Here we explore key drivers at play in Europe and Japan, as covered by portfolio managers Tom O’Hara, Rory Stokes, and Julian McManus at the recent
The shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.