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.
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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.
We see three macro drivers that investors must expertly navigate in 2025 and beyond. Explore our thinking on positioning for a brighter investment future.
Jim Cielinski, Global Head of Fixed Income, discusses the sharp rise in rates and the very gradual deterioration in the credit cycle.
In their mid-year outlook, the PCS Team at Janus Henderson discusses how pricing disparities between U.S. securitized and corporate bonds are creating opportunities for investors.
In their mid-year outlook, the PCS Team at Janus Henderson discusses how higher yields are creating positively skewed return opportunities for fixed income investors.
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
In their mid-year outlook, Marc Pinto and Lucas Klein explain why they see a growing opportunity set in stocks.
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.
Portfolio Manager Dan Siluk identifies which regions have too much loosening priced in, and which have too little.
With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.