Janus Henderson's recent Global Investment Summit explored growth drivers in equities, highlighting key investment themes and opportunities across the market capitalization spectrum.
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.
The potential strategic pitfalls of sitting in cash.
How are allocation trends changing and where are active managers making a difference at a service and product level?
Beyond the Magnificent Seven, many non-U.S. tech companies appear well positioned to benefit from the explosive growth of artificial intelligence.
Why portfolio volatility is a risk for investors and how to help mitigate this risk.
The three essential elements of an effective balanced strategy in the current environment.
A potentially fragile outlook for the global economy merits defensive positioning and a focus on quality in financial markets, argues Adam Hetts.
David Elms argues why a changing market outlook in 2024 should prompt investors to consider a greater allocation to alternatives.