Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
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.
A discussion on equity and fixed income positioning during a period of AI-driven economic growth and Fed policy uncertainty.
At JHI's recent Madrid Investment Summit, Ali spoke with Jeremiah Buckley and Luke Newman about where they are finding the most compelling opportunities within equities.
How balanced strategies can help investors stay true to their long-term objectives.
Welcome to the second edition of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team.
How corporate efficiency is supporting profitability and earnings growth.
Welcome to the inaugural issue of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team.
Despite weak jobs data, we consider the economy to be on solid footing and remain focused on the long-run tailwinds that may be created through policy change and secular growth drivers.
How Israel’s latest attack on Iran is impacting markets and the implications for risk assets.
An update on the three macro drivers we believe will shape markets in the second half of 2025.
Assessing the market reactions following the previous two U.S. credit rating downgrades to provide perspective on the May 16 downgrade by Moody’s.