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.
Portfolio Manager Richard Clode discusses President Trump’s latest semiconductor restrictions, which are advancing the shift towards AI chip deglobalisation.
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.
A team of Janus Henderson Portfolio Managers and Research Analysts share their insights from a recent trip to an ascendant India.
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.
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.
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.
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.
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.
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.
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.
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.
Junichi Inoue, Head of Japanese Equities, and Julian McManus, global equities portfolio manager, discuss the accelerating progress of the second stage of Japan’s corporate governance reforms and the implications for investors.
Portfolio Managers Andy Acker and Dan Lyons explain why they think the biotechnology sector could be set up for stronger performance in the quarters to come.
As part of our Espresso series, providing an expert blend of views on European equities, Portfolio Manager Jamie Ross argues why selectivity matters during a challenging period for European consumer staples.
European semiconductor stocks are playing a pivotal role in driving the artificial intelligence (AI) wave within European capital markets. Despite this, the sector is known for its volatility, which often causes the sector's performance to diverge from global economic trends. In the latest of our European Espresso series, Portfolio Manager Robert Schramm-Fuchs shares his insights on the current performance of the semiconductor sector.