Consistent policy should temper investor concern regarding the most unfavorable economic outcomes.
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With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
How will the investment landscape shift in light of higher borrowing costs?
Oliver Blackbourn and Adam Hetts discuss what 2024 holds for investors.
The Economist Intelligence Unit (EIU) explores the shift back to in-office working and the uptake of AI while Janus Henderson CEO Ali Dibadj looks at what it means for investors.
The Economist Intelligence Unit explores some of the data behind geopolitics while CEO Ali Dibadj provides his perspective on what it means for investors.
Doug Rao explains how the diminishing pricing power of companies should center the spotlight on those gaining market share.
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.
Amid continued global economic uncertainty, the outlook for emerging markets is looking relatively brighter.
While tighter financial conditions will inevitably weigh on earnings, we believe a worst-case scenario for equities and the economy will be avoided.