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.
Hamish Chamberlayne and Amarachi Seery, members of the Global Sustainable Equity Team, discuss how Nintendo is putting its stamp on the video gaming industry.
The world is facing critical sustainability and social challenges that will require drastic change to overcome. The Global Sustainable Equity Team at Janus Henderson Investors, headed by Hamish Chamberlayne, discuss how companies are working to address these issues and why active engagement is key to gauging their long-term progress.
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 lot can happen in 30 years. Over the past three decades, we have seen explosive progress in science, technology and communications. In the same timeframe, the need for sustainable practices has become paramount. On the 30th anniversary since the origins of our Global Sustainable Equity team, we take a look at the developments that have shaped sustainable investing and the world we live in today.
Amarachi Seery, Sustainability Analyst, sheds some positive light on the latest IPCC Report which outlines the harsh reality of the current state of the climate.
A team of Janus Henderson Portfolio Managers and Research Analysts share their insights from a recent trip to an ascendant India.
This year, small- and mid-cap biotech stocks are experiencing their worst period of relative underperformance on record. Portfolio Manager Andy Acker explains the reason for the pullback and why he’s optimistic the industry can make a strong recovery.
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.