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 on the outlook for natural resources in 2023 and why despite inflationary impacts, the long-term investment case remains strong.
2023 could be a tale of two halves as the economic reality of recession sinks in. Where should investors look for opportunities?
Could a shift in the US hiking cycle spell a brighter outlook for hard currency emerging market debt? The Emerging Markets Debt Hard Currency team explores.
As macro drivers give way to corporate fundamentals, look for the strongest businesses to lead the tech sector higher.
Just how good an indicator of future performance are earnings predictions?
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.
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.
