Welcome to the inaugural issue of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team.
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.
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.
A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
In this series of short video interviews, Ali Dibadj, CEO, speaks with Janus Henderson’s experts about how they are investing together with clients for a brighter future.
The factors driving an extended insurance pricing cycle in the U.S. and how to navigate the growth opportunities and risks present in this evolving landscape.
Why we believe MBS is poised for outperformance in the current environment.
Our Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
How AI and innovation-driven productivity could propel economic growth and companies’ bottom lines.
The complexity of artificial intelligence demands an active investment approach to effectively identify opportunities and offer genuine market exposure to investors.