A review of how listed property has fared and why 2024 may be a more favourable backdrop for the sector.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Jim Cielinski explores why the math at the core of fixed income argues for a more rewarding outlook for the asset class in 2024.
Ali Dibadj outlines the macroeconomic drivers likely to shape the coming decade and why these suit an active approach to investing.
A cautious outlook for global equities leads Janus Henderson’s Equities Leadership to advocate for staying defensive and prioritizing quality.
David Elms argues why a changing market outlook in 2024 should prompt investors to consider a greater allocation to alternatives.
Janus Henderson's Responsibility Team see progress and clarity as signals for opportunities in sustainable investing in 2024
Shifting narratives can quickly reverse but might some be permanent?
Assessing the impact of higher rates and a potential recession on the tech sector, as well as our outlook for AI and cloud computing.
Can traditional media survive in the age of streaming? The answer may provide valuable insights for what investors should consider amid technological change.
Dissecting the securitized subset of the fixed income market and where we see the strongest opportunities ahead.
What to consider as consumer spending reaches its peak.