In his outlook for global equities, Julian McManus highlights the importance of a bottom-up approach to stock picking given the potential for new sources of growth—and volatility.
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.
We see three macro drivers that investors must expertly navigate in 2025 and beyond. Explore our thinking on positioning for a brighter investment future.
What are non-agency residential mortgage-backed securities (RMBS), and how might they play a role in investors’ portfolios?
Misconceptions that securitisations are ‘opaque’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?
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.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.
Securitisations are ‘opaque’, ‘complex’ and ‘risky’, the myths perpetuated in the GFC era. How has the industry changed since the crisis?
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.
Responsible investing doesn't mean having to forego performance. Join Hamish Chamberlayne, Head of Global Sustainable Equities, as he discusses striking the balance between building a portfolio of companies that positively contribute to society, whilst generating attractive returns. Hamish will also provide a portfolio update and some stand out names to look out for in 2025.