Portfolio Manager Dan Siluk identifies which regions have too much loosening priced in, and which have too little.
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How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.
With populations in some of the largest economies quickly graying, innovative small- and mid-cap healthcare companies could deliver new growth opportunities for investors.
With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.
Monetary trends suggest a coming inflation undershoot, argues Simon Ward, Economic Adviser.
As initial enthusiasm for AI subsides, investors will need to focus on identifying practical applications and other sources of durable growth.
Hamish Chamberlayne discusses the challenges faced in sustainable investing and the long-term opportunity.
A review of how listed property has fared and why 2024 may be a more favourable backdrop for the sector.
Jim Cielinski explores why the math at the core of fixed income argues for a more rewarding outlook for the asset class in 2024.
Ali Dibadj outlines the macroeconomic drivers likely to shape the coming decade and why these suit an active approach to investing.
A cautious outlook for global equities leads Janus Henderson’s Equities Leadership to advocate for staying defensive and prioritizing quality.