Three lessons from School of Athens luminaries that could help guide investors through challenging markets in 2024.
Research in Action: Bank failure risk declines for new year
While the risk of bank failures has fallen, investors will want to watch for measures of strength in the sector, such as valuation, diversified product offerings, and return of capital.
Eric Westendorf
Do all roads lead to lower bond yields in 2024?
Jenna Barnard and John Pattullo consider the outlook for bonds in 2024, positing that different routes are likely to lead to the same destination.
Mark Kim
The importance of thematic investing for your portfolio
What role could thematic investing play in your portfolio?
Research in Action: Can energy hit the right supply/demand balance in 2024?
Hear about the major trends that could shape the energy sector in the new year.
Janus Henderson Q1 2024 Multi Strategy Overview
Portfolio Manager Steve Cain provides his latest quarterly thinking on the macro backdrop and the route ahead.
Market GPS investment outlook 2024: Chain reactions webcast
Global markets look set to remain conflicted in 2024 with the consequences of historic rate hikes finally manifesting. What will the chain reactions be?
Research in Action: Finding sustainable growth in the tech sector in 2024
As initial enthusiasm for AI subsides, investors will need to focus on identifying practical applications and other sources of durable growth.