Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Join us for this CPD accredited webinar on Wednesday, 28 January 2026, to hear from Denver based Josh Cummings, Portfolio Manager and Boston based Steve Weeple, Client Portfolio Manager from the Global Research Equity Fund, who will be sharing their expert insights. Managing over $56 billion in assets, our Global Research Equity team will discuss the key trends shaping markets in 2026 and explore how these developments may influence investment strategies for your clients.
The Multi-Asset Team provide an update on their long-term model-based expectations for capital markets at the start of 2026.
Discover the factors reshaping consumer behaviour as Michelle Dunstan and her team at Janus Henderson explore emerging trends in health, wellness, and technology, alongside the economic impact of GLP-1 inhibitors and ultra-processed foods. Learn how these dynamics influence market valuations and investment strategies.
Victory Park Capital discuss the opportunities and risks in this dynamic area of private credit.
The Global Research Team argues that the next few years should prove AI is more than a tech story as companies across sectors seek to leverage its potential for efficiency gains.
Considering the impact on oil prices and energy stocks from the U.S. removal of Nicolás Maduro.
What are the implications for risk appetite, emerging markets and geopolitics after Trump’s ousting of Venezuela’s Maduro?
What will U.S. action and the presidential change in Venezuela mean for investors?
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
After several weeks meeting companies, peers, and experts in Japan, Jigar Pipalia from the Global Sustainable Equities Team, is convinced that digitalisation is one of the most compelling investing opportunities in Japan today.
Investors need a new playbook for a period of potentially significant geopolitical and economic change
