Consistent policy should temper investor concern regarding the most unfavorable economic outcomes.
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With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
Portfolio Manager Dan Siluk identifies which regions have too much loosening priced in, and which have too little.
How will the investment landscape shift in light of higher borrowing costs?
Oliver Blackbourn and Adam Hetts discuss what 2024 holds for investors.
The Economist Intelligence Unit (EIU) explores the shift back to in-office working and the uptake of AI while Janus Henderson CEO Ali Dibadj looks at what it means for investors.
Precision agriculture, electric vehicles, and other long-term trends could grow in prominence and help boost the industrials sector in 2024.
The Economist Intelligence Unit explores some of the data behind geopolitics while CEO Ali Dibadj provides his perspective on what it means for investors.
Doug Rao explains how the diminishing pricing power of companies should center the spotlight on those gaining market share.
In his outlook for 2024, Jeremiah Buckley examines key factors contributing to earnings growth expectations in U.S. large-cap equities.
Ali Dibadj outlines the macroeconomic drivers likely to shape the coming decade and why these suit an active approach to investing.