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.
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No free lunch
Paul O’Connor, Head of the UK-based Multi Asset Team, responds to the planned US$1.9 trillion fiscal stimulus from US President Biden’s new government.
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.
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.
Australian economic view – February 2021
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
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.
Active ETFs Are Here to Stay
Nick Cherney discusses the driving forces behind the growth of the exchange-traded fund (ETF) industry and why active ETFs are capturing a larger share of the overall market.
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.
ESG in 2021: closing the expectations gap
Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
A blue wave or a blue swell?
With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.
Peach State run-off could herald a light-blue wave for US politics
With Georgia’s Senate run-off vote offering a final, dramatic twist in the US election, what would it mean if Peach State voters hand power to the Democrats? Paul O’Connor, Head of the UK-based Multi Asset Team, considers the ramifications of a potentially seismic political result.