Investment outlooks 2018

Where next?

Our investment teams outline the lessons learned from 2017, their expectations for 2018 and where they see the risks and opportunities for next year.



Global Equities Investment Outlooks


European equities: will 2018 see a change in market leadership?

by John Bennett

1 day ago
John Bennett, Head of the Janus Henderson Pan European Equities Team, provides his thoughts on European markets in 2017 and his expectations for a change in leadership as we move into 2018.
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After a strong 2017, what is the outlook for technology stocks in 2018?

​Alison Porter, Graeme Clark and Richard Clode, portfolio managers in the UK-based Global Technology Team, share their outlook for 2018 and the reasons why they believe technology stocks have the potential to continue to outperform global equities in the long term.

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Fixed Income Investment Outlooks


Absolute Return Income: treading carefully in 2018

by Nick Maroutsos

1 day ago

​Nick Maroutsos, co-portfolio manager of the Absolute Return Income Strategy, sees the potential for greater volatility in 2018 as bond markets contend with central bank policy moves and political risks.

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Multi-Asset Investment Outlooks



Alternatives Investment Outlooks



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