Can fiscal stimulus continue to drive markets in 2026? The Market GPS Multi-Asset Quarterly highlights some of today's key market factors.
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.
As the Trump administration enters its second year with a focus on affordability, investors must consider what the president’s latest policies will mean for markets.
While options markets indicate a relatively sanguine 2026 for equities, investors should take note of a potentially worrisome absence of systemic risk.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
The outlook for the US economy remains caught between a soft labour market, resilient consumption and some signs of a broader re-acceleration in surveys. However, analysis of the world’s biggest economy has been somewhat hampered by the lack of official data due to the US government shutdown that occurred in late 2025. Labour market weakness
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
A discussion on equity and fixed income positioning during a period of AI-driven economic growth and Fed policy uncertainty.
At JHI's recent Madrid Investment Summit, Ali spoke with Jeremiah Buckley and Luke Newman about where they are finding the most compelling opportunities within equities.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
How balanced strategies can help investors stay true to their long-term objectives.
Welcome to the latest issue of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team.