There are 28 item(s) tagged with the keyword "Volatility".
Displaying: 1 - 10 of 28
Head of EMEA and Asia Pacific Equities Lucas Klein and Head of Americas Equities Marc Pinto argue that progress on the trade impasse, further monetary easing, pro-growth reforms, and an innovation revolution should all prove supportive to equities over the mid term once the market moves past near-term volatility.
CEO Ali Dibadj provides an update on the three macro drivers we believe will shape markets in the second half of 2025 and how Janus Henderson is helping clients position for a brighter investment future.
At a time of high economic uncertainty, with equity market volatility likely to remain elevated over the coming quarters, investors are looking at ways to add ballast to equity portfolios. In our latest On the Minds of Investors, our Market Insights team looks at how income-oriented strategies can potentially provide investors with more defensive market exposure in the current environment, whether via traditional dividend payers, or by trading some upside potential for income from options premiums.
How can recent market volatility be assessed through the broader historical patterns of market behaviour?
As market dynamics shift and mega-cap tech companies show vulnerability, Portfolio Manager Nick Sheridan explores how global small caps, with their unique growth and diversification potential, are poised for a significant resurgence.
As part of our Espresso series, providing an expert blend of views on European equities, Portfolio Manager Jamie Ross discusses the short-term impact on European and French stocks of the first round of the French parliamentary elections.
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.
Markets appear increasingly hopeful that a soft landing for the economy lies ahead. In our Investment Outlook 2024, we discuss why we think that interest rates will still eventually bite and assess the outlook for the global economy and markets.
In this edition of our Global Perspectives podcast series, the Portfolio Construction and Strategy (PCS) Team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.” Global Head of PCS Adam Hetts moderates the conversation with two of the team's Senior Portfolio Strategists, Lara Reinhard and Sabrina Geppert.
All the hallmarks for a recession are baked in the cake but have not washed through the economy yet. Markets will soon be forced to change their focus. (Recorded 25 August 2022)
Displaying: 1 - 10 of 28