What is the Janus Henderson mid-year investment outlook?

Janus Henderson's mid-year investment outlook provides expert views to help investors navigate market trends and portfolio opportunities in the second half of the year.

What are the main themes in the mid-year investment outlook?

The outlook highlights geopolitical turbulence, higher-quality opportunities, proactive positioning, diversification, resilience, and investable opportunities across equities and fixed income.

What does the outlook say about portfolio positioning?

The outlook highlights actionable takeaways across six portfolio positioning trends, including proactive equity positioning and diversification within fixed income.

What does the outlook say about equities?

The outlook identifies opportunities in capitalising on market volatility, looking outside the US, and tapping into the long-term potential of small cap stocks.

What does the outlook say about fixed income?

The outlook suggests that fixed income investors can prepare for uncertainty by recognising key themes and diversifying across different assets, including multi-sector investing, securitised debt, and private credit.

Does the page include macroeconomic views?

Yes. The page includes macro drivers and asset class outlooks, including commentary on the macro drivers shaping markets and the importance of active positioning.

Can I download the mid-year investment outlook as a PDF?

Yes. The page includes a link to download the Market GPS Investment Outlook PDF.

Who is the mid-year investment outlook for?

The outlook is designed for investors seeking expert views on market trends, asset allocation themes, and portfolio opportunities for the second half of the year.

Er is geen garantie dat tendensen uit het verleden zich zullen doorzetten of dat prognoses worden gehaald.

Market GPS

Investment Outlooks
mid-year 2026

At the mid-point of 2026, investors are navigating shifting inflation expectations, geopolitical conflict, and the expanding influence of artificial intelligence (AI). Our investment outlook provides expert insights on asset class opportunities and practical portfolio positioning strategies to help investors plan for the route ahead.