Victory Park Capital discuss the opportunities and risks in this dynamic area of private credit.
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.
The fourth quarter of 2025 featured powerful secular themes that the Research Team believes will continue to create compelling opportunities across sectors in the year ahead.
While options markets indicate a relatively sanguine 2026 for equities, investors should take note of a potentially worrisome absence of systemic risk.
Discover how Janus Henderson’s ACS Support Shares Initiative is redefining investments by supporting cancer research and patient care alongside financial outcomes.
US–EU tensions escalate as new US tariffs prompt European unity and raise market escalation risks.
Not all private credit is created equal. Asset-backed lending offers transparency and resilience, challenging bubble fears and delivering stability in volatile markets.
The Multi-Asset Team provide an update on their long-term model-based expectations for capital markets at the start of 2026.
Discover the factors reshaping consumer behaviour as Michelle Dunstan and her team at Janus Henderson explore emerging trends in health, wellness, and technology, alongside the economic impact of GLP-1 inhibitors and ultra-processed foods. Learn how these dynamics influence market valuations and investment strategies.
Why short and longer dated bonds are behaving differently.
Greg Wilensky discusses why, following an exceptional year across fixed-income sectors in 2025, his outlook for the year ahead is constructive, albeit with a focus on earning carry rather than pursuing significant spread compression.
Benjamin Wang and Zoey Zhu discuss how the historic valuation discount in small caps versus large caps combined with quality’s worst performance in 30 years creates what they view as a noteworthy setup in 2026.