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There are 211 item(s) tagged with the keyword "Janus Henderson".

Displaying: 1 - 10 of 211

Quick View: US-Japan trade deal reshapes Japan's investment outlook

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.

Tags: Janus Henderson
Sustainability amid geopolitical flux: Why duration and innovation are the winning formula

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.

Tags: Janus Henderson
Quick View: US-EU trade deal removes a major overhang for European stocks

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.

Tags: Janus Henderson
Has the European Commission taken a big step forward with EU securitisation?

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.

Tags: Janus Henderson, Securitized, Macroeconomics, Geopolitics, Diversification
AI: A real gamechanger for sports

The Global Technology Leaders Team explores how artificial intelligence and accelerating technology adoption is disrupting sports.

Tags: Janus Henderson, Technology, Artificial Intelligence
Chart to Watch: Will Japanese share buybacks surpass the record high in 2024?

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

Tags: Janus Henderson
Match point strategies: Portfolio construction in thematic investing

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

Tags: Janus Henderson, Portfolio Construction
Autonomous driving: Physical AI is moving closer

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.

Tags: Janus Henderson, Technology, Artificial Intelligence
Fixed income outlook: A not-so-random walk

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.

Tags: Janus Henderson, Securitized, Inflation, Geopolitics, Annual Outlook
Equities outlook: Era of rapid change creates opportunities

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.

Tags: Janus Henderson, Volatility, Technology, Healthcare, Geopolitics, Annual Outlook

Displaying: 1 - 10 of 211