Just how good an indicator of future performance are earnings predictions?
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.
With most of the bad news seemingly already priced in on the interest rate front, Paul O’Connor explores whether markets will deliver positive returns for investors in 2023.
The latest edition of the Janus Henderson Global Dividend Index shows that global dividends reached a third-quarter record of $416 billion.
In this video, Luke Newman discusses the prospects for absolute return in 2023 following a truly challenging year for global markets, marked by inflationary pressures, rising rates and slowing growth.
What does 2023 look like for Sustainable Equities? Hamish Chamberlayne explores.
The Global Property Equities Team discuss the opportunities in listed real estate now and the key considerations for investors in the year ahead.
Jeremiah Buckley takes a look at the factors that he believes will differentiate successful businesses as we approach 2023.
Andy Acker discusses how pricing power, growing demand, and an improving outlook for biotech could bolster the sector heading into 2023.
The global race to net zero is driving investment into the low-carbon energy transition, with green hydrogen sitting at the centre of this megatrend.
Tom Ross explains that while high yield bond investors may need some inner strength to get past peak fear, 2023 may prove manageable if the economic downturn is shallow.
Facing what is likely to be a mid-cycle adjustment in the U.S., equities investors can dampen the impact of earnings downgrades by focusing on quality.