Though volatility is likely to continue, Portfolio Manager Jeremiah Buckley thinks the outlook for equities remains constructive as we progress past the election and get closer to the end of the coronavirus pandemic.
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, discusses the key events for the Australian economy in 2020 and outlines what to expect in the year ahead.
The stabilisation of US economic growth amid unprecedented fiscal and monetary stimulus has raised questions about the likelihood of inflation returning. Jim Cielinski, Global Head of Fixed Income, and Andrew Mulliner, Head of Global Aggregate Strategies, both members of the Fixed Income Investment Strategy Group (ISG)*, explain why they do not see significant risks of sustained higher inflation materialising in the next few years, though caution that short-term spikes are possible and investors should evaluate the diversity that their fixed income portfolios provide.
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team discuss the gig economy’s broad-ranging impact and why ESG engagement is imperative when investing in disruptive technologies.
Charlotte Nisbet, Analyst on the Governance and Responsible Investment Team and member of the Janus Henderson Mental Health Group, discusses the importance of mental health and wellbeing from an investment and employer perspective.
In the first of a series on sustainable design, Ama Seery, Sustainability Analyst on the Global Sustainable Equity Team, breaks down sustainable design and explains how the team incorporate it into their investment approach.