Despite a challenging year in 2022, we believe the long-term benefits of the 60/40 portfolio remain intact.
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.
Positive clinical trial data in 2022 could lead to record drug launches over the coming year.
The market seems determined to disregard the Fed’s resolve in maintaining restrictive monetary policy until inflation is tamed.
There are multiple reasons for optimism on commodities and the wider resources sector in the year ahead.
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.
The growing trend toward deglobalization and what it means for investors in emerging markets.
A discussion on ChatGPT and the implications of its release on the tech sector.
Hard or soft landing? Pivot or pause? While prospects for the global economy remain in the balance, David Milward, Head of Loans, considers a more predictable element for fixed income investors.
In this 2023 update, the UK-based Multi Asset Team sets out their expected longer-term returns for a range of major asset classes across equity, fixed income, currencies and commodities, discussing the implication of their forecasts for each asset class.
A discussion of the role of innovation as a key force driving growth in emerging markets over the next decade.
The Portfolio Construction and Strategy Team provide a hands-on guide to tackling the challenge of portfolio decarbonisation.