Alpha Reimagined

Published on June 20, 2025

How big data, AI and the human element can combine to better pursue consistent alpha.

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Macro Drivers: Positioning for 2025’s Geopolitical Realignment

June 20, 2025
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.

The Fed’s Waiting Game: Why It’s Good News for Bond Investors

June 20, 2025
This is the first in a three-part series outlining why I believe bonds are set to outperform. Here, I focus on the Federal Reserve’s dual mandate, the June 2025 meeting, and why the Fed’s approach is positive for bond investors. Parts 2 and 3 will address valuation, politics, recession risk, and the secular horizon.