Thinking Europe? Think ‘big picture’ themes like AI, says European equities Portfolio Manager Tom O’Hara.
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.
The factors driving momentum in small-cap equities and our view on what’s ahead.
The drivers of emerging market equity returns are evolving as innovation and economic decoupling join favorable demographics as future sources of excess returns.
After years of underperformance, non-U.S. equity markets look poised for better returns.
What are asset-backed securities, and how might they play a role in investors’ portfolios?
In their mid-year outlook, the PCS Team at Janus Henderson discusses how higher yields are creating positively skewed return opportunities for fixed income investors.
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
Jim Cielinski explores the income opportunity amid rates uncertainty.
Hear the views of our asset class heads on market drivers for the second half of the year.
What are commercial mortgage-backed securities, and how might they play a role in investors’ portfolios?
While diverse growth opportunities exist in mid-cap stocks, we believe a selective approach with valuation discipline is warranted.