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.
Here we updated on the previous Strategic bond outlook following a tumultuous few months for financial markets and bond markets in particular
With both equity and bond markets sharply down year to date, David Elms and Steve Cain discuss the risks and opportunities within a multi-strategy approach as the investment landscape changes.
Luke Newman will give an update on the Absolute Return strategy, and how a long/short approach can exploit opportunities across developed equity markets.
Amid an environment of higher-than-expected inflation, rate hikes and a slowing global economy, health care's defensive nature may offer attractive characteristics.
Simon Ward shares his perspectives on the outlook for economies and markets over the next 6 to 12 months, based on his distinctive forecasting approach emphasising monetary trends and cycles.
Janus Henderson’s Global Heads of Equities and Fixed Income explore portfolio strategy considerations to help identify actionable investment views for the remainder of the year.
Join our investment teams as they discuss their two new Sustainable Thematic Equity strategies. They look at the latest developments within the field, the new strategies and long term outlooks.
Jim Cielinski, Global Head of Fixed Income, as he looks at 2022 and the scenarios that might occur as the year unfolds.
Richard Brown, Client Portfolio Manager, is joined by our European experts in a thought provoking discussion as they assess the potential for outperformance from European Equities and the best stock opportunities in the current market environment.
Guy Barnard, Co-Head of Property Equities, covers the key takeaways from 2021 and considerations going into 2022.
