Fed poised to cut rates as investors warn of stagflation-lite scenario
With inflation still running close to 3 percent, investors warn the Federal Reserve may be cutting into a “stagflation-lite” backdrop: weaker growth alongside stubborn price pressures.
Why a zero allocation to crypto is hard to justify
Should you invest in crypto? A fundamental question for every investor. In a paper, Ran Duchin, David H. Solomon, Jun Tu, and Xi Wang reach a surprising and provocative conclusion.
Pensions: the missing link in European venture capital
Pension funds represent a strategic reservoir to finance innovation and the climate transition in Europe. Despite estimated assets of 2.7 to 3.55 trillion euro, their exposure to venture capital remains marginal: barely 0.1 percent of portfolios, according to a study published by European Women in VC, Pensions for Purpose and Venture Connections.
Janus Henderson: Productivity lift: A supportive backdrop for earnings
Corporations are demonstrating strong operating efficiency in 2025. Portfolio Manager Jeremiah Buckley explains how this productivity trend helps businesses navigate cost pressures while creating opportunities for investors.
Janus Henderson: How AI is creating new opportunities in healthcare
At this year’s Forbes | SHOOK Top Women Advisor Summit, Research Analyst Tim McCarty shared examples of how artificial intelligence (AI) is creating new solutions for patients and opportunities for investors.