Janus Henderson

26 June 2025
Autonomous driving: Physical AI is moving closer
Autonomous driving: Physical AI is moving closer

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.

25 June 2025
Fixed income outlook: A not-so-random walk
Fixed income outlook: A not-so-random walk

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.

25 June 2025
Equities outlook: Era of rapid change creates opportunities
Equities outlook: Era of rapid change creates opportunities

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.

19 June 2025
Macro drivers: Positioning for 2025's geopolitical realignment
Macro drivers: Positioning for 2025's geopolitical realignment

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.

2 May 2025
Responsible investing unpacked: The climate-nature nexus
Responsible investing unpacked: The climate-nature nexus

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.

1 May 2025
Quick View: Will trade negotiations bring some relief for Japan?
Quick View: Will trade negotiations bring some relief for Japan?

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.

30 April 2025
Time for a bigger slice of high yield bonds?
Time for a bigger slice of high yield bonds?

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.

30 April 2025
Tech stocks and tariffs: 5 key considerations for investors
Tech stocks and tariffs: 5 key considerations for investors

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

28 April 2025
Trump tariff-led volatility: Investment lessons learned
Trump tariff-led volatility: Investment lessons learned

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.

28 April 2025
What's the impact of Trump's latest restrictions on NVIDIA and other chip suppliers?
What's the impact of Trump's latest restrictions on NVIDIA and other chip suppliers?

Portfolio Manager Richard Clode discusses President Trump’s latest semiconductor restrictions, which are advancing the shift towards AI chip deglobalisation.

3 April 2025
Japanese equities: "Behind where people go, a way for a mountain of flowers"
Japanese equities: "Behind where people go, a way for a mountain of flowers"

Junichi Inoue, Head of Japanese Equities, is feeling hopeful. While cherry blossoms’ beauty may be fleeting, savvy investors are more likely to appreciate the perennial allure of Japanese stocks.

2 April 2025
JH Explorer: A trip to India does not disappoint
JH Explorer: A trip to India does not disappoint

A team of Janus Henderson Portfolio Managers and Research Analysts share their insights from a recent trip to an ascendant India.

1 April 2025
Quick View: What investors should know from NVIDIA's GTC 2025
Quick View: What investors should know from NVIDIA's GTC 2025

Portfolio Manager Richard Clode discusses the key learnings from NVIDIA’s annual technology conference, a key event highlighting the rapid progression of the AI revolution, including opportunities created by agentic AI.

24 March 2025
The state of the energy transition: Where are we now?
The state of the energy transition: Where are we now?

While the politics of climate are changing, the prevailing trends continue to reveal significant investment opportunities in the energy transition, as outlined by Tal Lomnitzer.

24 March 2025
Quick View: NVIDIA still more boom than bust
Quick View: NVIDIA still more boom than bust

Portfolio Manager Richard Clode joined NVIDIA’s most recent earnings call. He highlights the main considerations for investors on the company, as well as the generative AI tech wave more broadly.

20 March 2025
Fact vs Fiction: Is the CLO market too concentrated?
Fact vs Fiction: Is the CLO market too concentrated?

There’s a misconception that the CLO market is heavily skewed towards a particular sector or region, concentrating risk. Portfolio Managers Denis Struc and Ian Bettney challenge this myth and demonstrate that its composition is actually advantageous.

6 November 2024
Global small caps – no longer the ugly duckling
Global small caps – no longer the ugly duckling

As market dynamics shift and mega-cap tech companies show vulnerability, Portfolio Manager Nick Sheridan explores how global small caps, with their unique growth and diversification potential, are poised for a significant resurgence.

28 August 2024
Signal from noise: What is going on in the US employment market?
Signal from noise: What is going on in the US employment market?

Jenna Barnard, Co-Head of Global Bonds, explores the detail in recent jobs data, suggesting that the worrying level of cooling will further support the case for interest rate cuts.

28 August 2024
Will a new candidate create volatility for healthcare stocks?
Will a new candidate create volatility for healthcare stocks?

Portfolio Managers Andy Acker and Dan Lyons explain why the change in Democratic nominee for U.S. president is unlikely to result in added uncertainty for the healthcare sector.

27 August 2024
Sustainable equity: Oil imbalance paves way for electric vehicle supply chain growth
Sustainable equity: Oil imbalance paves way for electric vehicle supply chain growth

Projected growth in electric vehicle (EV) fleets is expected to contribute to a halt in oil demand growth by the decade's end. Hamish Chamberlayne explores the impact on the oil market and bolstered investment opportunities within EV supply chains.