A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
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.
A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.
The Market GPS Multi-Asset Quarterly highlights key drivers and shares the Multi-Asset Team’s dashboard that informs their positioning.
Here we explore how integration of financially material ESG risks and opportunities helps Janus Henderson deliver client outcomes.
Thinking Europe? Think ‘big picture’ themes like AI, says European equities Portfolio Manager Tom O’Hara.
The factors driving momentum in small-cap equities and our view on what’s ahead.
The drivers of emerging market equity returns are evolving as innovation and economic decoupling join favorable demographics as future sources of excess returns.
After years of underperformance, non-U.S. equity markets look poised for better returns.
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
Jim Cielinski explores the income opportunity amid rates uncertainty.
Hear the views of our asset class heads on market drivers for the second half of the year.