Importance of credit quality, durable income, duration positioning, and the benefits of CLOs.
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.
Aging populations are driving demand for healthcare innovation, while as AI productivity improves, monetisation paths are becoming clearer.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
How does the tech sector benefit from exceptional leadership to navigate an era of heightened macro and economic uncertainty?
Amid global uncertainty and shifting credit conditions, we explore how innovation, attractive valuations, and deep research make small caps a compelling choice.
At JHI's recent Madrid Investment Summit, Ali spoke with Jeremiah Buckley and Luke Newman about where they are finding the most compelling opportunities within equities.
Conversations with clients on fixed income at JHI's Madrid Investment Summit.