Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Investors will continue to grapple with market shocks in 2023, but it’s time to focus on the silver lining. In our Market GPS webcast, Janus Henderson’s asset class experts share their perspectives on the economic outlook and discuss the risks and opportunities facing investors in the year ahead.
A review of global equity markets in 2022 and the outlook for dividends in the year ahead.
Brian Demain explains why new mid-cap growth leaders can emerge as some of the excesses of previous years have been reduced in the market.
In his market outlook, Jonathan Coleman explains how a changed backdrop could shape small-cap growth equities in 2023.
Bond investors should manage their expectations about how long policymakers are willing to endure high interest rates.
A discussion on the outlook for natural resources in 2023 and why despite inflationary impacts, the long-term investment case remains strong.
In this 2023 outlook, John Kerschner assesses various fixed income sectors on their 2022 performance and discusses what we can expect from them in 2023.
In his 2023 investment outlook, Doug Rao discusses pursuing durable growth in a market that remains in flux.
The titan arum only flowers occasionally, but when it does, the results are impressive; high quality bonds could be set for a similar display in 2023.
John Bennett explains why 2023 might be an opportune time to get into European equities.
As macro drivers give way to corporate fundamentals, look for the strongest businesses to lead the tech sector higher.
