How are allocation trends changing and where are active managers making a difference at a service and product level?
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.
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.
With populations in some of the largest economies quickly graying, innovative small- and mid-cap healthcare companies could deliver new growth opportunities for investors.
With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.
Hamish Chamberlayne discusses the challenges faced in sustainable investing and the long-term opportunity.
As initial enthusiasm for AI subsides, investors will need to focus on identifying practical applications and other sources of durable growth.
A review of how listed property has fared and why 2024 may be a more favourable backdrop for the sector.
Jim Cielinski explores why the math at the core of fixed income argues for a more rewarding outlook for the asset class in 2024.
Ali Dibadj outlines the macroeconomic drivers likely to shape the coming decade and why these suit an active approach to investing.
A cautious outlook for global equities leads Janus Henderson’s Equities Leadership to advocate for staying defensive and prioritizing quality.
David Elms argues why a changing market outlook in 2024 should prompt investors to consider a greater allocation to alternatives.