What can a multi-strategy alternatives approach offer investors when more traditional assets like bonds and equities are both volatile and seemingly correlated?
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.
Investors will continue to grapple with market shocks in 2023, but it’s time to focus on the silver lining. In our Market GPS webinar, Janus Henderson’s asset class experts share their perspectives on the economic outlook and discuss the risks and opportunities facing investors in the year ahead.
A discussion of the role of innovation as a key force driving growth in emerging markets over the next decade.
An argument that the world is sleepwalking into Climageddon without government leadership on targeted subsidies and establishing a carbon price.
A conversation about the outlook for inflation and the current rate-hike cycle, and the implications for investor portfolios in the new year.
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.
ESG investing faced headwinds in 2022, leading to questions about its future role. We believe ESG will remain a crucial consideration for investors.
Retailers are expected to offer plenty of discounts during the US holidays. Will their stocks be a bargain, too?
Recent volatility has compressed semiconductor valuations, even as the industry’s long-term growth drivers gather strength.