


Janus Henderson: What do Trump’s EU tariffs mean for European equity markets?
European Equities Portfolio Manager Robert Schramm-Fuchs considers the potential impact of President Trump’s proposed 50% EU tariffs on European equity markets.
Janus Henderson: Another proof point showing the resilience of European AAA CLOs
Portfolio Manager Denis Struc details both the resilience and recovery of European AAA Collateralised Loan Obligations (CLOs) through recent market volatility and historical market sell-offs.
Janus Henderson: A gameplan for healthcare investing amid policy uncertainty
Portfolio Managers Andy Acker and Dan Lyons say that despite growing policy uncertainty, plenty of healthcare companies have managed to put up big returns, thanks to these qualities.
Janus Henderson: Will humanoid robots be the country’s next industrial breakthrough?
Head of Greater China Equities, Victoria Mio explains why she is feeling excited about the long-term investment potential of humanoid robots.
Janus Henderson: How active ETFs can improve traditional passive approaches
Passive bond ETFs aim to provide representative market exposure, but inadequate market data means they may not deliver what they promise. Active ETFs could be a more effective solution.
Janus Henderson: Time for a bigger slice of high yield bonds?
US trade policy uncertainty has led to a sharp rise in yields for high yield bonds.
Janus Henderson: Despite inevitable dips, markets have grown over time
Periods of market volatility and declines can lead investors to believe that the pain felt by those losses will continue indefinitely.
Janus Henderson: A diversifying opportunity: The case for small cap investing
In the evolving landscape of investment opportunities, small-cap equities stand out for their potential to enhance and diversify portfolios.
Janus Henderson: European Securitisation Regulations summary
The European securitisation sector has been recognised as a channel to finance the economy and boost Europe’s competitiveness. Portfolio Managers Ian Bettney and Denis Struc look at navigating the regulatory frameworks around investing in the market.
Janus Henderson: Evaluating the impact of European policy shifts on CLOs
As Germany embarks on boosting fiscal spending, Portfolio Managers Denis Struc and Ian Bettney take a deep dive into CLOs, how the asset class is poised to benefit, and why a robust credit approach is essential.