Since last April, small-cap and value stocks have outperformed large-cap growth and big tech. Can the rotation continue?
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.
Impact of physical climate risk the real estate sector’s climate adaptation strategies, as well as the importance of company engagement to improve resilience and the long-term return potential of property assets.
How stock selection, flexible yield management, and tactical options writing together may deliver more than yield alone.
Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.
Insights from the Janus Henderson Investment Conference in Abu Dhabi in January on geopolitics, AI and why active investing matters in today’s equity markets.
How should investors think about market drawdowns? While staying invested through volatility is often the smartest long-term move, that doesn’t always mean doing nothing.
Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
Our Research Analysts share their takeaways from two of the industrials sector’s biggest annual conferences, highlighting which infrastructure themes appear to have staying power.
Why the prevailing narrative of new energy-generation capacity exceeding AI data center demand could be off the mark.
With innovation back in focus, a dense slate of drug launches, data readouts, and regulatory decisions makes 2026 a consequential year for pharma and biotech.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.