From underdogs to potential frontrunners: are small caps ready for a resurgence in 2026?
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.
Can European equities grow in 2026, fuelled by reforms, improved trade conditions, and a broadening macroeconomic rebound?
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.
Private credit is expanding rapidly – and asset-backed finance (ABF) is leading its next phase. In 2026, we believe the winners will be defined by transparency, data precision, and disciplined execution.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
John Kerschner discusses how macroeconomic themes are impacting securitized markets and where he sees opportunities in his 2026 outlook.
Discover key ETF trends for 2026 and how Janus Henderson is delivering client-centric solutions through innovative product wrappers.
Responsible investing is shifting from aspirational ESG ideals to financially material considerations, aligning with broader economic realities.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
Lebanon’s reform hopes hinge on banking overhaul and Hezbollah disarmament. The IMF meetings gave some further perspective on these prospects ahead of the May elections.
China aims to focus on high-quality, innovation-led development to drive economic growth.