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.
Junichi Inoue, Head of Japanese Equities shares his views on the tariff cuts agreed by the US and Japan, and its implications for Japanese stocks.
In a world of constant change, Associate Portfolio Manager Suney Hindocha emphasises that the key to investment success lies in combining duration and innovation, focusing on resilient, high-conviction stocks that align with long-term sustainability trends.
European equity portfolio managers Robert Schramm-Fuchs, Tom Lemaigre and Marc Schartz share the key messages from the US-EU trade deal, which should spark renewed optimism in European markets.
Portfolio Managers Ian Bettney and Robert Schramm-Fuchs give some insight into the EU's proposed securitisation reforms and discuss whether the simplified regulation framework goes far enough to revitalise the market.
The Global Technology Leaders Team explores how artificial intelligence and accelerating technology adoption is disrupting sports.
Junichi Inoue, Head of Japanese Equities, highlights the continuing trend for share buybacks, evidencing the progress being made to modernise Japanese corporates.
Our Portfolio Construction and Strategy Team outlines how it employs precision in thematic investing to optimise portfolio performance and capitalise on global economic shifts.
Portfolio Manager Alison Porter discusses how AI innovation is accelerating the development of autonomous driving, as well as the opportunities and challenges for its commercial adoption.
Alex Veroude, Global Head of Fixed Income, believes fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
Head of EMEA and Asia Pacific Equities Lucas Klein and Head of Americas Equities Marc Pinto argue that progress on the trade impasse, further monetary easing, pro-growth reforms, and an innovation revolution should all prove supportive to equities over the mid term once the market moves past near-term volatility.
CEO Ali Dibadj provides an update on the three macro drivers we believe will shape markets in the second half of 2025 and how Janus Henderson is helping clients position for a brighter investment future.
Catherine Boyd, Global Head of Responsibility Strategy & Operations, unpacks global climate and nature reporting standards, discussing how they enable investors to make informed investment decisions on financially material factors.
Junichi Inoue, Head of Japanese Equities, contemplates the implications of tariffs on Japanese companies and questions whether the complexities of trade negotiations will lead to a positive outcome.
US trade policy uncertainty has led to a sharp rise in yields for high yield bonds. Fixed Income Portfolio Managers Brad Smith, Brent Olson and Tom Ross consider what current yield levels might mean for investors and whether it may be an opportune time to consider an increased allocation.
Amid a volatile and uncertain environment for global stocks following the US tariffs bombshell, the Global Technology Leaders Team highlights what is driving their thinking and investment decisions
With US President Trump's unprecedented tariff regime reshaping global trade, sparking market volatility, and prompting strategic recalibrations among global investors, our portfolio managers share insights on the longer-term implications for financial markets.