Market GPS
Manager
outlooks 2025
Investment team insights to help you navigate the risks and opportunities ahead. Explore asset class overviews and more focused outlooks from our portfolio manager experts.
Equities
Featured Outlook
A more dynamic playing field for equity investors
Heads of Equities Marc Pinto and Lucas Klein outline why a market broadening that started in 2024 could continue into the year ahead, creating opportunities for active investors.
Global Perspectives: Market GPS investment outlook complexities and opportunities in 2025
Luke Newman, Kareena Moledina and Richard Clode join Matthew Bullock to delve into the prospects for active equities and fixed income strategies in the year ahead.
Sustainable Equities outlook: The future is still electric under a Trump administration
Hamish Chamberlayne revisits Trump’s first presidency, suggesting his second term presents compelling sustainable investment opportunities.
Fixed Income
Featured Outlook
Stargazing in 2025: Bond market opportunities
As shifting politics collide with economic realities, what might this mean for fixed income? Jim Cielinski, Head of Global Fixed Income, focuses the telescope on prospects for the new year.
Global Perspectives: Market GPS investment outlook complexities and opportunities in 2025
Luke Newman, Kareena Moledina and Richard Clode join Matthew Bullock to delve into the prospects for active equities and fixed income strategies in the year ahead.
Yield on the table: Why multisector may make sense in 2025
John Lloyd shares his views on the attractiveness of a multi-sector approach to fixed income investing in his 2025 outlook.
Going global: Short-duration bonds well positioned for economic divergence
Daniel Siluk explains why diverging policy paths may create opportunities for globally minded bond investors to generate steady income and increase diversification within broader portfolios.
Multi-Asset & Alternatives
Featured Outlook
Widening the aperture in a late-cycle economy
Adam Hetts, Global Head of Multi-Asset, balances the opportunities presented by the extension of the economic cycle and the risks posed by policy uncertainty and elevated valuations.
Global Perspectives: Investment outlook 2026 (EMEA)
Join Janus Henderson’s investment experts as they discuss the market outlook for 2026, focusing on AI’s growth potential, the K-shaped economy, and strategies for managing the higher cost of capital. Learn how to optimise portfolios amidst evolving risks and opportunities.
Will strong earnings growth and policy credibility drive Japanese stocks higher in 2026?
Reasons why Japanese stocks ae positioned for another year of attractive returns in 2026.
High yield bonds outlook: Increasing selectivity in 2026
Modest economic growth should support high yield bonds but rich valuations demand selectivity.
Featured Insights
Panel discussion
Our experts from across asset classes discuss their views on the route ahead and how to position accordingly.
Thursday, December 5th at 2pm GMT
Speakers: Matthew Bullock, Kareena Moledina, Luke Newman and Richard Clode
There is no guarantee that past trends will continue, or forecasts will be realised.