There are 217 item(s) tagged with the keyword "Janus Henderson".
Displaying: 1 - 10 of 217
Head of Global Sustainable Equities Hamish Chamberlayne, Associate Portfolio Manager Suney Hindocha, and ESG Portfolio Analyst Emily Mansfield highlight how investors can leverage AI for long-term value creation while adhering to sustainable principles.
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.
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.
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.
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.
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.
In a world of constant change, Associate Portfolio Manager Suney Hindocha emphasises that the key to investment success lies in combining duration and innovation, focusing on resilient, high-conviction stocks that align with long-term sustainability trends.
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.
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.
Displaying: 1 - 10 of 217