A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.
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.
The factors driving momentum in small-cap equities and our view on what’s ahead.
The factors driving an extended insurance pricing cycle in the U.S. and how to navigate the growth opportunities and risks present in this evolving landscape.
Why investors looking to diversify equity portfolios may want to consider these long-discounted financials.
After years of underperformance, non-U.S. equity markets look poised for better returns.
Why the lack of a viable utility-scale, long-duration energy storage solution has far-reaching implications.
How investors can leverage behavioral biases today to find compelling opportunities in non-U.S. stocks.
Janus Henderson's recent Global Investment Summit explored growth drivers in equities, highlighting key investment themes and opportunities across the market capitalization spectrum.
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.