Jenna Barnard and John Pattullo consider the outlook for bonds in 2024, positing that different routes are likely to lead to the same destination.
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Tom O’Hara, European Equities portfolio manager, discusses his outlook for the asset class in 2024.
Ben Lofthouse discusses why he maintains a positive outlook for dividends in 2024.
Doug Rao explains how the diminishing pricing power of companies should center the spotlight on those gaining market share.
Hamish Chamberlayne, Head of Global Sustainable Equities, presents his outlook for 2024 and outlines the long-term secular growth opportunities for the asset class.
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.
Alison Porter highlights the importance of navigating the return of the cost of capital and hype surrounding AI in her 2024 outlook.
A cautious outlook for global equities leads Janus Henderson’s Equities Leadership to advocate for staying defensive and prioritizing quality.
While tighter financial conditions will inevitably weigh on earnings, we believe a worst-case scenario for equities and the economy will be avoided.
How much of a role can a liquid alternatives strategy play in a world of heightened geopolitical uncertainty, inflationary pressures, and dramatic changes in monetary policy?