In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
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.
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.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
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.
Ali Dibadj, CEO, speaks with Janus Henderson’s experts about shifting market dynamics and the growing demand for active management.
After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.
An update on the three macro drivers we believe will shape markets in the second half of 2025.
Is ESG dead? Far from it – but misconceptions abound.
With Trump's tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.
Why the U.S. economy has a chance at avoiding recession. Plus, the opportunity we’re seeing in secular growth businesses.
Timeless teachings from Greek Stoic philosopher Epictetus that may help investors navigate market volatility and uncertainty.