A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
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.
A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.
Here we explore how integration of financially material ESG risks and opportunities helps Janus Henderson deliver client outcomes.
Thinking Europe? Think ‘big picture’ themes like AI, says European equities Portfolio Manager Tom O’Hara.
The factors driving momentum in small-cap equities and our view on what’s ahead.
After years of underperformance, non-U.S. equity markets look poised for better returns.
In their mid-year outlook, the PCS Team at Janus Henderson discusses how higher yields are creating positively skewed return opportunities for fixed income investors.
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
Jim Cielinski explores the income opportunity amid rates uncertainty.
Hear the views of our asset class heads on market drivers for the second half of the year.
While diverse growth opportunities exist in mid-cap stocks, we believe a selective approach with valuation discipline is warranted.