Just how good an indicator of future performance are earnings predictions?
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.
With most of the bad news seemingly already priced in on the interest rate front, Paul O’Connor explores whether markets will deliver positive returns for investors in 2023.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the key events and factors shaping the outlook for the year ahead.
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
What does 2023 look like for Sustainable Equities? Hamish Chamberlayne explores.
Near-term uncertainty to give way to attractive secular growth prospects for emerging market stocks in 2023. In this video, Daniel Graña explains what this means for investors.
Andy Acker discusses how pricing power, growing demand, and an improving outlook for biotech could bolster the sector heading into 2023.
The global race to net zero is driving investment into the low-carbon energy transition, with green hydrogen sitting at the centre of this megatrend.
Facing what is likely to be a mid-cycle adjustment in the U.S., equities investors can dampen the impact of earnings downgrades by focusing on quality.
Cumulative central bank policy should dampen inflation, bringing relief on rates in 2023 but the outlook for credit is set to be more challenged.
Explore the opportunity for alternatives investing following a year that tested the resilience of traditional strategies built around ‘core’ asset classes.