Search Result(s)

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)

The Signal and Noise series from Janus Henderson’s Portfolio Construction and Strategy Team seeks to identify historical patterns and precedents through which we can view current market challenges, escape analysis paralysis and drive toward an actionable set of portfolio solutions.

Hamish Chamberlayne, Head of Global Sustainable Equities, answers key questions on the drivers shaping environmental, social and governance (ESG) and sustainable investing in 2022 and beyond.

As the conflict in Ukraine leads to a humanitarian crisis, we consider how the invasion could shape the economic outlook and where market sentiment could go from here.

Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the continuing trade war between China and the US, possible trade conflicts among other countries and how this has shaped his global outlook.

Assuming investment returns are normally distributed exposes you to a lot of tail risk.  It is important to be aware of the abnormality of market returns and manage risk accordingly.