Investment themes that matter - Market GPS discussion

03/07/2019

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In this video, Co-Head of Equities Alex Crooke, Global Head of Fixed Income Jim Cielinski and Global Head of Multi-Asset and Alternatives Michael Ho explore the key themes shaping the investment landscape for the second half of 2019. Aligning with the Janus Henderson Mid-Year Market GPS outlooks, the discussion assesses potential impacts and opportunities for investors in the months ahead.
 
The discussion covers four megatrends:
 
  • Disruption: As unprecedented innovation disrupts virtually all companies and industries, staying at the forefront of these changes is critical to understanding key risks and uncovering opportunities.
  • Divergence: Rather than be overly concerned about complex changes in monetary policy and macro-level uncertainty, we believe investors should focus on fundamentals as they pursue their long-term goals.
  • Geopolitics: In our view, the key to navigating geopolitical risk is to filter meaningful signals from the noise. Because we cannot predict the future, it is better to focus on balanced risk management and diversification.
  • Tapping the income stream: We expect yields to remain low and the search for income to continue. In this late-cycle environment, we think active management is a critical component of generating higher yields while maintaining the relative safety investors expect in fixed income.

 

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.

Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

The information in this article does not qualify as an investment recommendation.

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