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.

2022 has offered investors little respite, with macroeconomic, geopolitical, sustainability and pandemic-related concerns to contend with. Against a backdrop of persistent inflation, increasingly hawkish central banks and high political tensions from the Russia/Ukraine conflict, how should equity investors best navigate markets? Janus Henderson’s equity specialists explore the implications for investors and discuss where they believe the opportunities lie.

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.

In the latest episode of our Global Perspectives podcast series, Head of Global Sustainable Equities Hamish Chamberlayne and Portfolio Manager Aaron Scully join Adam Hetts, Global Head of Portfolio Construction and Strategy. In this podcast, they discuss key environmental, social and governance (ESG) factors influencing sustainable investing, including Russia, energy price inflation and the rotation away from growth equities, alongside the longer-term structural opportunities generated during current market volatility.

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.

Janus Henderson Investors is delighted to invite you to the Invested in Connecting Equities Forum taking place on Thursday 16 June 2022, 2 – 4pm.

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.

Portfolio manager James de Bunsen considers if alternative assets can help multi-asset investors to navigate this current point in the economic cycle.

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.

Central bank policy is a focus for markets this year as the narrative has shifted towards tightening. Our fixed income teams consider the conundrums facing investors and where, outside of policy, there are opportunities and risks in the bond markets.

With inflation reaching multi-decade highs, Portfolio Managers Jason England and Dan Siluk believe that the path for central banks has become perilously narrow, thus increasing the chances of a policy error catching investors by surprise.

Despite experiencing its deepest and longest drawdown on record, the biotechnology sector looks stronger than ever, says Portfolio Manager Andy Acker, thanks to accelerating innovation and valuations that have reset.

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.

A study by the Global Technology Leaders Team explores the relationship between environmental, social and governance (ESG) factors and the valuations of technology companies. Portfolio Manager Alison Porter shares the key findings.

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.

In this new series of primers, Adrienn Sarandi, Head of ESG Strategy & Development, and Bhaskar Sastry, ESG Content Manager, examine key sustainability challenges that humanity is facing and will continue to face in coming decades. Biodiversity loss is a crisis which we believe could have systemic impacts akin to climate change. While requirements are at the early stages in terms of corporate disclosure of nature-related risks, investors can still play a positive role. We outline considerations for investors seeking to incorporate biodiversity factors in their portfolios.