Innovative products aimed at delivering efficiencies across the global economy position the technology sector to compound earnings growth over a multi-year horizon.
Insights
Should investors consider allocating more to liquid alternatives in an era where disruption might become the norm?
Hamish Chamberlayne revisits Trump’s first presidency, suggesting his second term presents compelling sustainable investment opportunities.
Andy Acker and Dan Lyons say healthcare investors should expect volatility in 2025 – but also plenty of opportunities for long-term growth.
Interest rates, deregulation, and election outcomes could lead to new sector winners and losers.
Michelle Dunstan explores the trajectory of responsible investing, the integration of ESG data, and the evolving landscape of AI regulation and DEI initiatives.
As shifting politics collides with economic realities, what might this mean for fixed income? Jim Cielinski focuses the telescope on prospects for the new year.
We see three macro drivers that investors must expertly navigate in 2025 and beyond. Explore our thinking on positioning for a brighter investment future.
By taking a multi-asset and global approach, investors can uncover attractive opportunities for excess returns in 2025.
Marc Pinto and Lucas Klein say a market broadening that started in 2024 could continue into next year, creating opportunities for active investors.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.