Market GPS
Investment Outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
Latest Insights
Finding value in each other: Active collaboration in stock and bond analysis
Assessing the benefits of active collaboration in stock and bond analysis.
Resources in 2021: A year of transformation
Daniel Sullivan, Head of Global Natural Resources at Janus Henderson, discusses the key factors driving the outlook for natural resources and what’s ahead for mining, energy and agriculture.
Taking stock of the mining sector
Tal Lomnitzer, Senior Investment Manager in the Janus Henderson Global Natural Resources team, discusses the drivers of change in the mining sector.
COVID variants: The impact on pandemic trajectory & biopharma stocks
Making sense of the latest developments around COVID-19 variants and what investors should consider now.
Global Sustainable Equity: news and opportunities (January 2021)
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the last quarter of 2020 and looks ahead to the opportunities in the world of sustainability.
China decarbonisation: the emergence of a mega-theme
Daniel Graña, Matt Doody and Jennifer James look at how China decarbonisation has the potential to be one of the biggest investment themes over the coming years.
Real estate bubbles? Chance would be a fine thing…
Real estate shares have been out of favour in recent years, and there are indications that listed property is currently undervalued. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl assess the indicators and explore the associated risks and opportunities.
European equities: will value prove victorious in 2021?
Nick Sheridan, European equities portfolio manager, explains why 2021 could be the year for value as economies recover from the coronavirus pandemic.
China: what can investors expect in the year of the metal ox?
China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.
Lithium and the clean energy revolution
Darko Kuzmanovic, Portfolio Manager in the Janus Henderson Global Natural Resources team, discusses the impact of the clean energy transition on the outlook for lithium.
A step closer to a digital future
Portfolio Manager Denny Fish explains how this past year brought the global economy closer to a digital future.
What is next for US large cap growth equities?
Portfolio Manager Doug Rao explains the current dynamic in large cap growth equities and evaluates the outlook moving forward.