Welcome to the second edition of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team.
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.
Welcome to the latest issue of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team.
Perspectives on volatility, tariffs, AI, and U.S. consumer strength.
Exploring the intricate landscape of Germany's ambitious reform agenda.
REITs present a compelling diversification opportunity amid economic uncertainty and potential interest rate shifts.
Pressure mounts on the Bank of Japan to make crucial monetary policy changes.
How are structural reforms in Europe reshaping the landscape for investors across sectors and industries?
The Fed answered the question of whether it’s time to resume rate cuts but invited new questions concerning inflation and its future policy path.
How corporate efficiency is supporting profitability and earnings growth.
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.