Monetary trends suggest a coming inflation undershoot, argues Simon Ward, Economic Adviser.

Can an allocation to alternatives improve the long-term risk/return trade-off in a portfolio without automatically sacrificing returns? Portfolio Strategist Mario Aguilar, and Matt Bullock and Sabrina Geppert from Janus Henderson’s PCS team investigate…

Tom O’Hara, European Equities portfolio manager, discusses his outlook for the asset class in 2024.

The Global Technology Leaders Team discuss valuations, growth expectations for 2023 and how technology can address some of the world’s major challenges.

Hamish Chamberlayne, Head of Global Sustainable Equities, and Matt Bullock, EMEA Head of Portfolio Construction and Strategy, look back at the year for sustainable investing and discuss the opportunities that lie ahead for companies exposed to long-term secular growth trends.

Hamish Chamberlayne, Head of Global Sustainable Equities, provides his investment outlook for 2023 and outlines three key themes that mean there is much to look forward to.

Facing a softening global economy, investors have the opportunity to maintain market exposure by focusing on quality securities and constructing diversified portfolios, argues Global Head of Multi-Asset Adam Hetts in his 2024 outlook.

Ali Dibadj, Chief Executive Officer, outlines the macroeconomic drivers that Janus Henderson believes will shape the coming decade. The outlook includes heightened risks and opportunities, suiting an active approach to investing.

Technology equities portfolio manager Alison Porter discusses the team’s outlook for 2024, highlighting the importance of navigating the return of the cost of capital and hype surrounding AI.

Portfolio Manager James de Bunsen argues why holding investments that can show resilience in the face of multiple, meaningful headwinds, from market volatility to potential stagflation, should give investors confidence in 2023.

Chief Responsibility Officer Michelle Dunstan provides her outlook on the three environmental, social, and governance (ESG) themes that will shape 2024: investors enabling the sustainability transition, the rise of the ‘S’ in ‘ESG’, and the crackdown on greenwashing.

Jim Cielinski believes 2023 should bring relief on rates as central bankers recognise their servings of policy tightening are dampening inflation but the corporate outlook is set to be more challenged.

A widening gap in performance between firms with positive clinical data and those without is creating opportunities for stock picking, say Portfolio Managers Andy Acker and Dan Lyons.

Amid a volatile macroeconomic backdrop, investment vehicles incorporating environmental, social, and governance (ESG) considerations typically underperformed non-ESG peers in 2022. This has galvanised sceptics and led to questions around the validity of ESG. Paul LaCoursiere and Bhaskar Sastry outline three reasons why ESG will remain a crucial consideration for investors.

Portfolio Managers Andy Acker and Agustin Mohedas explain why shares of companies delivering next-generation therapies for inflammation and immunology (I&I) disorders could have plenty of room to run.

Adrienn Sarandi, Head of ESG Strategy & Development, attended the first week of the COP27 climate talks in Egypt. Here she highlights 10 takeaways and her thoughts around the key issues that were front of mind for those on the ground at the conference.