Portfolio Panorama H1 2025: Client positioning and allocation shifts
Welcome to the inaugural issue of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team. The goal is to simplify the complexities of investing, backed by analysis of over 20,000 model portfolios for nearly 5,000 global clients.
1 minute read
Key takeaways:
- Geopolitical realignment, tariff threats, and diverging global central bank policy have caused market turbulence. European Investors have dialled down equity risk.
- Having ridden the tech titans’ wave, European investors have started to increase exposure to underdog small-caps, which could be gearing up for a comeback.
- European investors swapped cash for bonds in a strategic move towards quality and as a way to lock in higher rates for longer.
In this dynamic financial environment, it’s crucial to stay ahead and understand allocation shifts. Thanks to the Janus Henderson Edge analytics platform, we’re able to uncover investment trends to help inform your decision-making.
Focusing on equities, fixed income, and alternative/implementation strategies, Portfolio Panorama highlights how client approaches to constructing portfolios have evolved and the asset allocation implications.
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These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned.
Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.
The information in this article does not qualify as an investment recommendation.
There is no guarantee that past trends will continue, or forecasts will be realised.
Marketing Communication.
1 minute read
Key takeaways:
- Geopolitical realignment, tariff threats, and diverging global central bank policy have caused market turbulence. European Investors have dialled down equity risk.
- Having ridden the tech titans’ wave, European investors have started to increase exposure to underdog small-caps, which could be gearing up for a comeback.
- European investors swapped cash for bonds in a strategic move towards quality and as a way to lock in higher rates for longer.