Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Join Janus Henderson's investment experts as they discuss the market outlook for 2026, focusing on AI's growth potential, the K-shaped economy, and strategies for managing the higher cost of capital. Learn how to optimise portfolios amidst evolving risks and opportunities.
Although facing risks to both sides of its dual mandate, the Fed prioritized soft jobs data by delivering a quarter-point rate cut.
U.S. auto asset-backed securities present an attractive yield opportunity for investors.
Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
John Lloyd shares why he believes multi-sector fixed income is poised for continued strong performance in his 2026 investment outlook.
John Kerschner discusses how macroeconomic themes are impacting securitized markets and where he sees opportunities in his 2026 outlook.
A discussion on equity and fixed income positioning during a period of AI-driven economic growth and Fed policy uncertainty.
How might capex spending on artificial intelligence be impacting credit spreads?
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
Are tight spreads justified and what tools can potentially help enhance returns?
