We see three macro drivers that investors must expertly navigate in 2025 and beyond. Explore our thinking on positioning for a brighter investment future.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
In this series of short video interviews, Ali Dibadj, CEO, speaks with Janus Henderson’s experts about how they are investing together with clients for a brighter future.
Explanation of how generational preferences impact workforce success, consumer choices, as well as investment returns, and how to navigate them.
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
Geopolitical factors have a significant impact on companies, including those that are enabling AI.
How are allocation trends changing and where are active managers making a difference at a service and product level?
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.
How will the investment landscape shift in light of higher borrowing costs?
Tim Marshall, explores why geography is so important in shaping global tensions, while Janus Henderson CEO Ali Dibadj provides his take on the implications for investors.
The Economist Intelligence Unit (EIU) explores the shift back to in-office working and the uptake of AI while Janus Henderson CEO Ali Dibadj looks at what it means for investors.