Jenna Barnard, Co-Head of Strategic Fixed Income, confesses to not all birthday gifts being a delight to receive but a book from 1892, found by chance in a second-hand book dealer, turned out to be a rare birthday gem. Its lesson on investing are not only instructive but shine a light on the predicament facing bond investors today.

Junichi Inoue, Head of Japanese Equities, highlights the continuing trend for share buybacks, evidencing the progress being made to modernise Japanese corporates.

Nick Watson, fund manager on the UK-based Janus Henderson Multi-Asset Team, argues that understanding a company's environmental, social and governance risks can be vital in enhancing clients' long term returns.

Our Portfolio Construction and Strategy Team outlines how it employs precision in thematic investing to optimise portfolio performance and capitalise on global economic shifts.

Jenna Barnard, Co-Head of Strategic Fixed Income, explains how and why so many major central banks have been wrong-footed on economic growth in their countries and around the globe.

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.

Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, discusses the ongoing impasse within Parliament as MPs unsuccessfully attempt to narrow down approaches to Brexit.

Sixteen different potential approaches to Brexit were presented to British MPs this week, eight were voted on yesterday - none received majority support. The Brexit process remains gridlocked.

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.

The view here is that the MPC should have cut Bank rate at its meeting last week.

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.

Nick Watson, fund manager for the UK-based multi-asset team, concludes his ‘match report’ for the performance of Janus Henderson’s Multi-Asset Core Income range in 2018.

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.

Nick Watson, fund manager for the UK-based multi-asset team, provides his ‘match report’ for Janus Henderson’s Multi-Asset Core Income range in 2018. In this article, he looks at the divergent market forces that drove performance.

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.

Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, discusses the implications of the US Federal Reserve’s new dovish stance and questions whether patience is always the best approach.

Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, assesses how sometimes going backwards takes you further forward, as Prime Minister Theresa May secures a rare victory in parliament.

Changes in economic optimism drive market moves and current bullishness implies limited room for further upgrades, argues Simon Ward, Economic Adviser.

UK broad and narrow money measures continue to surge, with growth now significantly above that in the Eurozone – a reversal of the norm in recent years. This suggests strong near-term prospects for domestic demand and support for UK equity prices but at the likely cost of a sizeable deterioration in the balance of payments combined with much higher inflation.