There are 221 item(s) tagged with the keyword "Janus Henderson".
Displaying: 1 - 10 of 221
Alex Veroude, Global Head of Fixed Income, explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.
The development and adoption of AI will continue to drive economic transformation in 2026 and beyond. A selective approach and valuation discipline are central to capturing long-term opportunities amid volatility, say portfolio managers Alison Porter, Graeme Clark and Richard Clode.
Artificial Intelligence (AI) and structural reforms, especially in Europe, present investors with the opportunity to seek out the companies that we believe stand to benefit most from what are likely to be substantial productivity gains. Head of EMEA and Asia Pacific Equities Lucas Klein and Head of Americas Equities Marc Pinto discuss the implications in their 2026 outlook.
With macro drivers continuing to reshape markets, Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth. He also explains how asset managers need to evolve to best work together with clients.
Head of Global Sustainable Equities Hamish Chamberlayne, Associate Portfolio Manager Suney Hindocha, and ESG Portfolio Analyst Emily Mansfield highlight how investors can leverage AI for long-term value creation while adhering to sustainable principles.
European equities Portfolio Manager Robert Schramm-Fuchs delves into the intricate landscape of Germany's ambitious reform agenda, exploring its implications for domestic growth and the broader European Union's economic and geopolitical dynamics.
NVIDIA is reaffirming its dominant position in the AI infrastructure space, with continued strong demand for its products despite geopolitical headwinds, says Portfolio Manager Richard Clode.
With recent talks in Alaska renewing discussion about a future path to peace for Ukraine, Portfolio Manager Robert Schramm-Fuchs considers how large-scale post-war reconstruction and defence investment could reshape the prospects for European equities.
Jenna Barnard, Head of Global Bonds, explores why longer-dated government bonds have struggled during 2025 despite central bank rate cuts.
Given the nature of the underlying collateral, the European ABS sector offers access to different consumer-driven and ‘real economy’ risks, diversifying from corporate credit.
Displaying: 1 - 10 of 221