Ali Dibadj outlines the macroeconomic drivers likely to shape the coming decade and why these suit an active approach to investing.
Navigating change: Three drivers for long-term investment positioning
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Ali Dibadj outlines the macroeconomic drivers likely to shape the coming decade and why these suit an active approach to investing.
A potentially fragile outlook for the global economy merits defensive positioning and a focus on quality in financial markets, argues Adam Hetts.
Alison Porter highlights the importance of navigating the return of the cost of capital and hype surrounding AI in her 2024 outlook.
In his 2024 outlook, Ashwin Alankar believes a likely Goldilocks economic scenario will result in a favorable environment for financial markets.
A cautious outlook for global equities leads Janus Henderson’s Equities Leadership to advocate for staying defensive and prioritizing quality.
David Elms argues why a changing market outlook in 2024 should prompt investors to consider a greater allocation to alternatives.
Janus Henderson’s Responsibility Team see progress and clarity as signals for opportunities in sustainable investing in 2024.
John Lloyd presents a compelling outlook for U.S. multi-sector fixed income, citing the end of rate hikes, cooling inflation, and attractive yields.
Ali Dibadj outlines the macroeconomic drivers likely to shape the coming decade and why these suit an active approach to investing.
Janus Henderson’s Responsibility Team see progress and clarity as signals for opportunities in sustainable investing in 2024