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 webcast, Janus Henderson’s asset class experts will 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.
In his 2023 investment outlook, Doug Rao discusses pursuing durable US growth in a market that remains in flux.
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.
A discussion on valuations, growth expectations for 2023 and how technology can address some of the world’s major challenges.
The titan arum only flowers occasionally, but when it does, the results are impressive; high quality bonds could be set for a similar display in 2023.
John Bennett explains why 2023 might be an opportune time to get into European equities.
As macro drivers give way to corporate fundamentals, look for the strongest businesses to lead the tech sector higher.
Why equity investors should look for companies with strong free cash flows and earnings visibility in the new year.
Just how good an indicator of future performance are earnings predictions?
In this video, Luke Newman discusses the prospects for absolute return in 2023 following a truly challenging year for global markets, marked by inflationary pressures, rising rates and slowing growth.
