We see three macro drivers that investors must expertly navigate in 2025 and beyond. Explore our thinking on positioning for a brighter investment future.
Macro drivers: Actively navigating change and complexity in 2025
Widening the aperture: Multi-asset investing in a late-cycle economy
By taking a multi-asset and global approach, investors can uncover attractive opportunities for excess returns in 2025.
Translation Genral Risk
The Legal Entity Identifier for this product is
Multi-sector credit: What if 2025 isn’t a Goldilocks year?
Head of Secured Credit Colin Fleury explores how to navigate multi-asset credit in 2025 if the porridge turns out to be hotter or colder than expected.
A more dynamic playing field for equity investors
Marc Pinto and Lucas Klein say a market broadening that started in 2024 could continue into next year, creating opportunities for active investors.
Can global small caps take big steps in 2025?
Nick Sheridan highlights the appeal of global small caps in 2025 for portfolio diversification, growth potential and attractive valuations.
Investment Outlook 2025: Market GPS
Register now for our Market GPS investment outlook webcast to hear our asset class heads and portfolio construction experts discuss what they think are the key considerations for navigating markets in 2025.
Investment Outlook 2025: Market GPS – Carousel
Hear our asset class heads and portfolio construction experts discuss what they think are the key considerations for navigating markets in 2025.
Europe Large Cap Blend Equity update
Please join, Tom O’Hara & Tom Lemaigre, Portfolio Managers on the European Equities Team on Wednesday 18 December, as they give an update on the Europe Large Cap Blend Equity, as well as sharing their latest market perspectives and outlook.
Australian economic view – December 2024
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.