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.
While diverse growth opportunities exist in mid-cap stocks, we believe a selective approach with valuation discipline is warranted.
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.
The potential strategic pitfalls of sitting in cash.
How are allocation trends changing and where are active managers making a difference at a service and product level?
Beyond the Magnificent Seven, many non-U.S. tech companies appear well positioned to benefit from the explosive growth of artificial intelligence.
Why portfolio volatility is a risk for investors and how to help mitigate this risk.
Mega-cap tech has dominated recent market performance, but conditions point to a potential broadening of market returns.
Where we see the most compelling equities opportunities across sectors in 2024.
Where we see opportunities in mid-cap growth stocks given their strong fundamentals and ties to powerful secular growth themes.