How corporate efficiency is supporting profitability and earnings growth.
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.
How falling construction starts could pave the way for inventory relief and market stabilization.
At the Janus Henderson London Investment Conference, experts discussed the implementation of 2025’s new political environment on portfolios and highlighted strategies to help position for a brighter investment future.
Investors can harness brighter recovery prospects in Europe by exploring markets with better relative value.
After more than a decade of lackluster returns, European equities have started to build a record of outperformance – with potentially more room to go.
Assessing Fed Chair Powell’s speech at Jackson Hole and the implications for fixed income investors.
The grind tighter in credit spreads has continued unabated. How can investors navigate this environment as uncertainties remain?
Why bond investors need a new playbook to maximize a fixed income allocation’s potential.
How a strategy of fiscal stimulus and regulatory easing can help to transform competitiveness for industries across Europe?
The recent large revisions to the U.S. nonfarm payrolls report open up questions about what is reality versus “perceived” reality in an economic context.
The risk of tariff-induced supply disruptions has raised the stakes for monetary policy error.