Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
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.
A discussion of the role of innovation as a key force driving growth in emerging markets over the next decade.
A review of global equity markets in 2022 and the outlook for dividends in the year ahead.
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.
Key takeaways from COP27 and a discussion about how technology can facilitate credible and meaningful carbon markets.
Arguments for a modest rather than severe UK recession and why UK smaller companies are currently looking attractive.
Bond investors should manage their expectations about how long policymakers are willing to endure high interest rates.
Evidence of a collapse in inflation and impending economic downturn have potentially built conditions for strong returns from bonds in 2023.
A discussion on the outlook for natural resources in 2023 and why despite inflationary impacts, the long-term investment case remains strong.
