MARKET GPS
Investment Outlook 2020
What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.
Latest Insights
Subscribe for relevant insights delivered straight to your inbox
Chinese firms less downbeat on credit conditions
A fall in Chinese money growth during H2 2019, especially in real terms, suggests that the economy will remain weak through H1 2020.
Early 2020 money data key for global outlook
Six-month growth of global (i.e. G7 plus E7) real narrow money is estimated to have been unchanged at 2.4% (not annualised) in December, based on monetary data covering 70% of the aggregate and near-complete CPI inflation data.
Chinese nominal GDP confusion: slowdown confirmed
The Chinese GDP numbers released on Friday appeared to show a strong pick-up in nominal growth in Q4.
Is China recovering?
Chinese official activity data for December mostly surprised positively, echoing an earlier PMI revival.
Chinese credit conditions still tight
A recent pick-up in Chinese PMIs has boosted recovery hopes but the view here, based on monetary trends, is that such optimism is premature.
China: resilient despite challenges
In this video, China equities portfolio manager May Ling Wee shares the reasons why despite a slowing economy, geopolitical adversity and ratcheting down of global growth expectations, there is evidence that China can weather the turmoil. May Ling also discusses sectors that are offering attractive investment opportunities.
What Knowledge. Shared means for you
At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions.
We call this ethos Knowledge. Shared
Reading the tea leaves ‒ what’s in store for China in 2020?
In this Q&A, China portfolio managers Charlie Awdry and May Ling Wee share their thoughts on the key challenges and opportunities that investors in China may face in the year ahead and how 2019 has influenced their outlook for the asset class.
US-China opportunities – look beyond the trade war in 2020
The world’s two biggest trading nations continue to clash over trade, but does the domestic backdrop in China and the US provide any grounds for optimism?
China still holding back global money growth
Money and credit trends suggest that Chinese economic momentum will remain weak through H1 2020.
Subscribe for relevant insights delivered straight to your inbox
Chinese equities: investing in innovation
Charlie Awdry, China portfolio manager, provides his views on how China’s rapid technology innovation is creating opportunities to invest in the country’s growing companies and industries.
Investment roundtable: Views on the global economic outlook
Our senior global bond portfolio managers respond to common investor questions on the global economic outlook.
Don’t let the trade wars detract from Asia’s structural growth story
Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the reasons why investors should be less preoccupied by the machinations of the trade war and instead focus on Asia’s long-term structural growth story, strong fundamentals and the diversification benefits that the region can add to a balanced portfolio.