26 August 2025 • By Denny Fish, Janus Henderson • 1 min read
As the AI theme continues to unfold, investors need to understand AI’s promise and its ability to upend myriad business models, industries and econo...
READ MORE
The months following President Donald Trump’s tariff announcements highlight the constant evolution of the global economy and financial markets. ...
READ MORE
The global credit market is being quietly but fundamentally repriced. There are signs that the long, comfortable era in which the US dollar’s res...
READ MORE
Emerging markets as an asset class have been accessible for over two decades, yet misconceptions surrounding them continue to deter some investors. ...
READ MORE
The recent spikes in market volatility have reignited discussion about how to navigate the unknowable. However, the focus should be on how to build a ...
READ MORE
Shifting market dynamics are challenging traditional investment strategies – driving the need for real diversification in investors’ portfolios. ...
READ MORE
As the global AI race accelerates, so too does the scrutiny on its environmental, social and governance implications. Recently, I had the opportuni...
READ MORE
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...
READ MORE
While emerging markets debt was negatively impacted by the 2 April maximalist tariff announcements, after the delay in implementation and some backtra...
READ MORE
A global transformation is underway and investors must consider how changes in the macro environment will impact their investments. Events this yea...
READ MORE
