With corporate performance proving resilient, the attractiveness of many equities market segments has improved during this year’s sell-off.
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Insights
The traditional 60% stock/40% bond allocation suffered deep losses during the first half of 2022, but that doesn’t mean it’s time to give up on a diversified portfolio.
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The technology sector is adjusting to an era of higher discount rates and certain segments becoming more exposed to undulations in the broader economy.
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Why we believe investors should resist the temptation to add credit risk too early.
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The inflation problem in emerging markets has become more complex to unravel and greater divergence between countries could emerge on the path to normalisation.
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We expect key issues that have materialised this year to be influential in market movements going forward.
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Some areas of health care benefit from steady demand and the ability to pass on price increases – appealing qualities amid slowing economic growth.
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The biopharmaceutical industry often moves to the beat of its own drummer, creating opportunities for diversification.
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The Federal Reserve (Fed) continues to prioritize fighting inflation even as signs of a softening economy emerge.
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Decarbonisation efforts across Asia are hampered by a fragmented market, but recent trends are encouraging.
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How select sectors are being impacted by rising prices and what it means for both company profitability and the health of the economy.
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Janus Henderson’s Investment teams explore biodiversity loss and the role of finance in protecting nature.
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Following a period of market weakness, Chinese stocks are now looking more appealing to investors.
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Paul O’Connor discusses the market implications of the recent UK government resignations.
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How high yield fixed income can help to bring defensive characteristics to multi-asset portfolios in a rising rate environment.
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As supply chain troubles persist, more companies are considering reshoring operations – and looking to technology to make the transition possible.
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Is the worst yet to come for equity investors?
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