Janus Henderson's recent Global Investment Summit explored growth drivers in equities, highlighting key investment themes and opportunities across the market capitalization spectrum.
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.
What are commercial mortgage-backed securities, and how might they play a role in investors’ portfolios?
While diverse growth opportunities exist in mid-cap stocks, we believe a selective approach with valuation discipline is warranted.
The final installment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.
The second installment in a three-part video series explores collateralized debt obligations (CDOs) and synthetic CDOs and their role in the Global Financial Crisis.
The first in a three-part video series explores the role securitized assets played in the Global Financial Crisis.
From our Global Research Team, an explainer on this year’s surge in energy stocks and what investors should consider going forward.
With M&A activity showing signs of a potentially significant revival in 2024, David Elms, Head of Diversified Alternatives, and Julius Bird, Client Portfolio Manager, discuss what this could mean for investors allocating to alternatives.
Three versatile use cases for balanced funds in investor portfolios.
What are agency mortgage-backed securities, and how might they play a role in investors’ portfolios?
The potential strategic pitfalls of sitting in cash.