How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Several frontier markets have exited long periods of default and have now embarked on a path of recovery. Innovation in the sovereign debt restructuring architecture can spell opportunities for investors.
Considering how the U.S. election may influence markets leading up to November and which policies are worth monitoring.
Growth opportunities exist beyond the ‘Magnificent Seven’. Here, we explore large-cap tailwinds and a ‘peace dividend’ in Europe.
Geopolitical factors have a significant impact on companies, including those that are enabling AI.
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
Tim Marshall, explores why geography is so important in shaping global tensions, while Janus Henderson CEO Ali Dibadj provides his take on the implications for investors.
The Economist Intelligence Unit explores some of the data behind geopolitics while CEO Ali Dibadj provides his perspective on what it means for investors.
Tunisia has defied its detractors for now, but medium-term economic challenges remain.
Are higher interest rates opening the door to stock selection again in 2024?
Ali Dibadj outlines the macroeconomic drivers likely to shape the coming decade and why these suit an active approach to investing.