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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.
Sydney’s office market is facing muted future supply and a flight-to-quality.
Jonathan Coleman explores key drivers that could support U.S. small-cap performance in 2026, including reshoring trends, M&A activity, and AI productivity gains.
U.S. auto asset-backed securities present an attractive yield opportunity for investors.
Selectivity and valuation discipline are key to investing in tech stocks as as AI continues to drive economic transformation in 2026 and beyond.
Portfolio Manager Aaron Scully explores three key macro themes: AI adoption, stimulus driving economic momentum, and rising risks in private credit.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective 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.
Andy Acker and Dan Lyons explain why low valuations and improving fundamentals could help the healthcare sector stand out in 2026.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
