Sponsored Content
Assessing AI-driven risks in European CLOsPortfolio Manager Denis Struc and Research Analyst Zhulin Chen assess technology and software exposure in European CLOs amid rising dispersion, analysing CLO manager responses to AI related risks and how these are influencing underwriting, watchlists and portfolio positioning.

Sponsored Content
European equities: Is Europe finally taking charge of its own destiny?Janus Henderson Portfolio Manager Robert Schramm‑Fuchs argues that structural, geopolitical and security pressures are driving long‑overdue reform in Europe.

Sponsored Content
Capturing safety and stability through CLOs amid uncertaintyEuropean CLOs are set to deliver resilience and stability in 2026. Denis Struc, Portfolio Manager, highlights strong technical demand and regulatory reforms as key tailwinds, where short-duration high quality CLOs can provide a defensive anchor amid uncertainty.

Sponsored Content
UCITS CLO ETFs: Institutional Adoption and Evolving Credit ImplementationUCITS CLO ETFs are giving institutional investors transparent, liquid access to enhanced yield through exposure to diversified credit.

Sponsored Content
Do AAA CLOs still make sense in a declining rate environment?Portfolio Managers John Kerschner, Nick Childs, and Jessica Shill discuss why they believe the strategic case for AAA CLOs remains compelling amid Federal Reserve (Fed) rate cuts.

Publicidade
Sponsored Content
Active ETFs Gain Ground in European PortfoliosActive ETFs are reshaping the European market, offering investors transparent, liquid access to alpha strategies, with Janus Henderson’s EUR CLO ETF JCL0 a prime example.

Sponsored Content
CLO ETFs in institutional portfolios: Understanding who is investing and whyCollateralised loan obligation exchange‑traded funds under the UCITS framework (UCITS CLO ETFs) have opened up access to a market that was once only made available through specialist mandates. Here, we explore who is allocating to CLO ETFs and their motivations.

Sponsored Content
Global Perspectives: The rise and role of active ETFs in modern portfoliosIn this podcast, MJ Lytle, Head of Product Innovation, and Stefan Garcia, Head of EMEA Specialist Sales, delve into the active ETF market, examining how ETFs differ from traditional solutions, as well as the strategic advantages and challenges they present to investors.

Sponsored Content
CLO-ckwork Precision: Integrating CLOs into portfoliosBuilding portfolio resilience is a key objective for investors during uncertain times. How can AAA CLOs offer a potential solution?

Sponsored Content
Trump’s Pharma tariff threat: Analysing the implications for European CLOsHealthcare is the largest sector within the Collateralised Loan Obligation (CLO) universe. Portfolio manager Denis Struc and David Huang explore how to navigate this environment for CLO investors.

Publicidade
Publicidade
Por Janus Henderson Investors em Sponsored Content
Por Janus Henderson Investors em Sponsored Content
Publicidade
Trackinsight é um fornecedor líder de dados e tecnologia sobre ETFs, capacitando instituições a tomarem decisões informadas na seleção de ETFs, construção de portfólios e otimização.
Desde a nossa fundação em 2016, estamos na vanguarda da indústria, oferecendo ferramentas acessíveis, abrangentes e confiáveis para apoiar as necessidades em constante evolução dos investidores.
Ao longo da última década, a Trackinsight expandiu suas operações em seis países, atendendo milhares de investidores profissionais. Temos inovado consistentemente para fornecer soluções de ponta que atendam às demandas em mudança do mercado de ETFs.
Em 2024, a Kepler Cheuvreux, uma importante empresa independente de serviços financeiros europeia, adquiriu uma participação majoritária na Trackinsight, tornando-se o principal acionista da empresa.
Essa parceria estratégica solidifica a posição da Trackinsight como um fornecedor de destaque de ferramentas de seleção e análise de ETFs, enquanto fortalece o compromisso da Kepler Cheuvreux em se tornar um jogador de destaque no setor de ETFs.
Juntos, estamos comprometidos em oferecer serviços avançados que capacitem investidores profissionais, consultores, instituições e emissores. Este novo passo nos permite fornecer soluções tecnológicas ainda mais abrangentes e inovadoras, levando o investimento em ETFs a novos patamares.
Mais sobre o Trackinsight