After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
Insights
With U.S. equity leadership broadening beyond mega-cap stocks, active management offers a path to uncover tomorrow’s winners while managing passive investment concentration risks.
New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.
The importance of fundamental research in an environment where stock market dispersion is increasing.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
How India is leveraging government reforms and innovation to position itself to deliver strong economic and earnings growth.
A discussion of transformational themes we believe will drive future economic growth and provide long-term investment opportunities.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
Shan Kwee, Portfolio Manager and Dinesh Kuhadas, Credit Analyst from the Australian Fixed Interest Team discuss the impacts of APRA’s decision to wind down the Australian hybrid market.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.