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05 August 2025 • By David Elms & Carlo Castronovo, Janus Henderson Investors • 1 min read
Shifting market dynamics are challenging traditional investment strategies – driving the need for real diversification in investors’ portfolios. ...
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As the global AI race accelerates, so too does the scrutiny on its environmental, social and governance implications. Recently, I had the opportuni...
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The status of the US dollar as the world’s default currency is under threat from geopolitical realignment, shifting trade dynamics and the rise of a...
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While emerging markets debt was negatively impacted by the 2 April maximalist tariff announcements, after the delay in implementation and some backtra...
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A global transformation is underway and investors must consider how changes in the macro environment will impact their investments. Events this yea...
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Australian super funds have never had more exposure to US equities than they do today – and there are good reasons for it. APRA data shows the ty...
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For firms navigating complex markets and rising stakeholder expectations, the operating model has become a critical lever for transformation. Growt...
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The recent tech pullback echoes past cycles, but history offers key lessons. Investors have faced a turbulent start to 2025, contending with trade...
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Over the last few years, returns for bonds have been good and helped investors progressively recover from 2022’s challenging environment. However, i...
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On the fast track. As investors seek growth opportunities beyond the US, Japan stands out thanks to its resilient economy and supportive domestic f...
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