Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
Responsible investing is shifting from aspirational ESG ideals to financially material considerations, aligning with broader economic realities.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
Amid global uncertainty and shifting credit conditions, we explore how innovation, attractive valuations, and deep research make small caps a compelling choice.
As housing affordability continues to decline, many Australians are rethinking the traditional path to wealth. Exchange traded funds (ETFs) and other sharemarket investments are emerging as accessible alternatives to building wealth outside of home ownership.
AI is reshaping industries with applications ranging from cancer detection to surgical training, underscoring the need for active research and responsible engagement.
At JHI's recent Madrid Investment Summit, Ali spoke with Jeremiah Buckley and Luke Newman about where they are finding the most compelling opportunities within equities.
Importance of a holistic evaluation of climate transition plans.
Conversations with clients on fixed income at JHI's Madrid Investment Summit.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the impact of geopolitical shifts on global economic dynamics, emphasising the need for investors to realign with government strategic priorities.