A discussion of current opportunities in equities and fixed income, and why we see a more attractive environment for multi-asset portfolios ahead.
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.
Where we see value in U.S. fixed income and how we believe investors should position portfolios to take advantage of the opportunities available.
New weight-loss medications could dramatically improve patient health – with big implications for the healthcare sector.
India’s favorable demographics, pro-growth policies, and innovative companies contribute to the country being among the most promising future sources of excess returns within EM equities.
Why we believe the market is too pessimistic on inflation improvement but too optimistic on the growth environment.
Recent advances in generative AI have driven big returns in many tech stocks this year. The question now is, what’s next?
ESG considerations and how ESG integration helps Janus Henderson deliver on client goals and aspirations.
Is it time for small caps to shine? Our experts discuss.
Why Canadians should invest more globally, and everyone else should invest more in Canada.
While tighter financial conditions will inevitably weigh on earnings, we believe a worst-case scenario for equities and the economy will be avoided.
How rail announcements offer insights into fixed income markets.