Videos

A curated collection of videos from leading fund management groups on market dynamics, trends, and investment strategies.

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There are 5 item(s) tagged with the keyword "Annual Outlook".

Displaying: 1 - 5 of 5

Fixed income outlook: A not-so-random walk

Alex Veroude, Global Head of Fixed Income, believes fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.

Tags: Janus Henderson, Securitized, Inflation, Geopolitics, Annual Outlook
Equities outlook: Era of rapid change creates opportunities

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.

Tags: Janus Henderson, Volatility, Technology, Healthcare, Geopolitics, Annual Outlook
Macro drivers: Positioning for 2025's geopolitical realignment

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.

Tags: Janus Henderson, Volatility, Geopolitics, Annual Outlook
Playing global themes in European equities in 2024

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

Tags: Annual Outlook, Janus Henderson
Playing global themes in European equities in 2024

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

Tags: Janus Henderson, Annual Outlook

Displaying: 1 - 5 of 5