Technology by nature is an innovative, disruptive and deflationary force, making things faster, cheaper, and more efficient. This means it can offer a solution to inflation, combatting higher input and labour costs given its capability to enable automation and create more efficient products and services. Technology companies also play a key role in sustainability. The major challenges faced by the world today such as climate change, resource constraints and poverty & inequality are all leveraging on innovative new technology for solutions.

Junichi Inoue, Head of Japanese Equities, highlights the continuing trend for share buybacks, evidencing the progress being made to modernise Japanese corporates.

What are high yield bonds and why should investors consider them?

Our Portfolio Construction and Strategy Team outlines how it employs precision in thematic investing to optimise portfolio performance and capitalise on global economic shifts.

Working through illness has become increasingly common, especially with the advent of remote work. Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, discusses why financial professionals tend to avoid taking sick days and how we can begin to reverse the trend.

Portfolio Manager Alison Porter discusses how AI innovation is accelerating the development of autonomous driving, as well as the opportunities and challenges for its commercial adoption.

Alex Veroude, Global Head of Fixed Income, believes fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.

With corporate performance proving resilient, the attractiveness of many equities market segments has improved during this year’s sell-off.

Head of EMEA and Asia Pacific Equities Lucas Klein and Head of Americas Equities Marc Pinto argue that progress on the trade impasse, further monetary easing, pro-growth reforms, and an innovation revolution should all prove supportive to equities over the mid term once the market moves past near-term volatility.

Mathew Kaleel, Andrew Kaleel and Maya Perone, Portfolio Managers in the Diversified Alternatives team at Janus Henderson, look at the profile of returns for trend following strategies during recessionary environments.

CEO Ali Dibadj provides an update on the three macro drivers we believe will shape markets in the second half of 2025 and how Janus Henderson is helping clients position for a brighter investment future.

Healthcare historically has outperformed during market downturns, and the current period is no exception. But some areas of the sector tend to be more defensive than others, says Portfolio Manager Andy Acker. At the same time, investors should not lose sight of healthcare’s long-term growth opportunities.

Alistair Sayer, Client Portfolio Manager, considers why investors’ need for real diversification in their portfolios could be a long-term driver of demand for liquid alternatives as they seek to manage inflation and rising rates.

Catherine Boyd, Global Head of Responsibility Strategy & Operations, unpacks global climate and nature reporting standards, discussing how they enable investors to make informed investment decisions on financially material factors.

Junichi Inoue, Head of Japanese Equities, contemplates the implications of tariffs on Japanese companies and questions whether the complexities of trade negotiations will lead to a positive outcome.

Portfolio Manager Mathew Kaleel and David Elms, Head of Diversified Alternatives, consider the lessons that short squeezes can offer about the inherent danger of carrying excessive leverage or short positions during periods of heightened risk and illiquidity.

The Portfolio Construction and Strategy (PCS) Team discuss why an allocation to technology is essential in a diversified portfolio and highlight some key factors for a rewarding investment.

US trade policy uncertainty has led to a sharp rise in yields for high yield bonds. Fixed Income Portfolio Managers Brad Smith, Brent Olson and Tom Ross consider what current yield levels might mean for investors and whether it may be an opportune time to consider an increased allocation.