The more cyclical nature of European equities versus the U.S. and their lower relative valuations may present strong upside potential.
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The healthcare sector has proved resilient during past market downturns and may offer growth opportunities regardless of the recession outlook.
After investors had wisely been moving to the short end of the yield curve, intermediate-duration bonds may now be more attractive.
The PCS Team explains why certain trends may prove to be supportive for both investment-grade and high-yield credit in 2023.
Equities, bonds, property – investors had few places to hide in a challenging 2022 for major asset classes. With correlations and volatility likely to remain high, can an allocation to absolute return help to stabilise returns?
The Portfolio Construction and Strategy Team provide a hands-on guide to tackling the challenge of portfolio decarbonisation.
The latest edition of the Janus Henderson Global Dividend Index shows that global dividends reached a third-quarter record of $416 billion.
How the addition of floating rate CLOs to traditional fixed rate bond portfolios may improve risk-adjusted returns.
In a unique recovery environment, sector and style decisions should not be based on a traditional recovery playbook.
CLOs can be an attractive addition to a diverse portfolio.
While many technology companies have found themselves on the wrong side of the disruption cycle, an allocation to tech equities can be rewarding over the long term.