As we navigate emerging bifurcation and increasing opportunities, we look at the sectors and themes like AI that are driving our asset allocation and security selection.
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.
Welcome to the second edition of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team.
Welcome to the inaugural issue of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team.
Our Portfolio Construction and Strategy Team outlines how it employs precision in thematic investing to optimise portfolio performance and capitalise on global economic shifts.
Building portfolio resilience is a key objective for investors during uncertain times. How can AAA CLOs offer a potential solution?
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
European securitisations are ‘risky’ given concentration and ‘opaque’, which transpires as myths when considering the clear diversity in its biggest sector, CLOs.
John Kerschner points out the biases that he believes may keep investors out of U.S. securitized assets
A discussion of transformational themes we believe will drive future economic growth and provide long-term investment opportunities.
By taking a multi-asset and global approach, investors can uncover attractive opportunities for excess returns in 2025.
Nick Cherney, Head of Innovation, forecasts that European actively ETFs will grow to US$1 trillion by 2030 and what that means for investors.