Trust is a key factor in investment management, and the cost of monitoring and constraining the investment managers is high.
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.
How financial services companies are benefiting from higher interest rates, large capital reserves, and new technology.
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 of the role of innovation as a key force driving growth in emerging markets over the next decade.
In this special episode, Myron unveils a new approach to environmentally friendly portfolio construction and offers general insights about the role of innovation in finance.
Evidence of a collapse in inflation and impending economic downturn have potentially built conditions for strong returns from bonds in 2023.
Facing what is likely to be a mid-cycle adjustment in the U.S., equities investors can dampen the impact of earnings downgrades by focusing on quality.
Cumulative central bank policy should dampen inflation, bringing relief on rates in 2023 but the outlook for credit is set to be more challenged.
Explore the opportunity for alternatives investing following a year that tested the resilience of traditional strategies built around ‘core’ asset classes.
ESG investing faced headwinds in 2022, leading to questions about its future role. We believe ESG will remain a crucial consideration for investors.
Retailers are expected to offer plenty of discounts during the US holidays. Will their stocks be a bargain, too?