Global equities have been driven by a small number of leading companies, notably the technology giants making up the so-called Magnificent Seven. But the opportunity-set is now broadening out. Here we explore key drivers at play in Europe and Japan, as covered by portfolio managers Tom O’Hara, Rory Stokes, and Julian McManus at the recent
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Hear the views of our asset class heads on market drivers for the second half of the year.
Janus Henderson's recent Global Investment Summit explored growth drivers in equities, highlighting key investment themes and opportunities across the market capitalization spectrum.
Investors have the opportunity to position fixed income allocations to capitalize on the likely divergence of developed market monetary policies.
Consistent policy should temper investor concern regarding the most unfavorable economic outcomes.
With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
How will the investment landscape shift in light of higher borrowing costs?
Oliver Blackbourn and Adam Hetts discuss what 2024 holds for investors.
The Economist Intelligence Unit (EIU) explores the shift back to in-office working and the uptake of AI while Janus Henderson CEO Ali Dibadj looks at what it means for investors.
The Economist Intelligence Unit explores some of the data behind geopolitics while CEO Ali Dibadj provides his perspective on what it means for investors.
Doug Rao explains how the diminishing pricing power of companies should center the spotlight on those gaining market share.