Fixed income's plot twist for 2025
Cash yields are falling, spreads are tightening, and investors face a crucial decision. How are we going to navigate fixed income's new landscape in 2025?
10 Tammi 20250s
10 expectations for SI in 2025
As politics shift and ESG debates rage on, the smart money is telling a different story. Impact investing has hit $1.6 trillion, while water investments surge and sustainability is quietly reshaping e...
8 Tammi 20250s
The era of AI - episode 6 - Healthcare
In this 6th episode of “The era of AI”, we have a conversation with Agustin Mohedas, Portfolio Manager and Research Analyst at Janus Henderson about AI in healthcare isn't just another tech story. Wha...
21 Joulu 20240s
What does Trump’s election win mean for business owners?
Trump's return to Washington promises an economic rush - tax cuts, spending plans, and consumer relief. But there's a catch: an $8 trillion addition to our debt, interest payments approaching $1 trill...
11 Joulu 202410min
What might Trump's first 100 days look like?
The United States is readying itself for Donald Trump’s second turn at bat, returning to the White House this coming January. With cabinet picks arriving at record speed and an agenda built on 4 years...
9 Joulu 20240s
Markets of opportunity
With the uncertainty around the US election now behind us, investors are looking for the next opportunity. With an accommodative Fed, a tech rally that doesn’t seem to have an end in sight and decent ...
6 Joulu 20240s
The “red sweep” and fixed income for the year ahead
With the US election now behind us, and a new year quickly approaching, many fixed income investors are curious as to what the road ahead has in store for fiscal and monetary policy, and what that cou...
5 Joulu 20249min
Why 2025 could belong to smaller companies?
The Magnificent Seven have captured 90% of this year's returns, creating one of the most concentrated markets in history. But there is a different story - 2025 could belong to many smaller companies t...
2 Joulu 20249min
