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Keep the seatbelts fastened
Paul O’Connor, Head of the UK-based Multi-Asset Team, gauges the potential for a sustained cross-asset recovery as the world adapts to a new paradigm, one where COVID-19 remains a persistent risk factor for investors.
UK Absolute Return: flexibility is the tool of choice for 2020
Luke Newman, portfolio manager on the UK Absolute Return strategy, gives his thoughts on UK markets as we move further into 2020, outlining key issues to note – both macroeconomic and political – that are likely to have an impact on share prices in the months ahead.
Should investors aim high in 2020?
Tom Ross, corporate credit portfolio manager, looks at the outlook for high yield bonds in 2020.
Global prospects 2020: a game of two halves
Andrew Mulliner, Portfolio Manager within Global bonds, believes that 2020 will prove to be a year of two halves with a rosier outlook likely later in the year. He cautions, however, that attractive opportunities might be harder to come by given downside risks such as a re-escalation of trade wars and uncertainty from the US elections.
Room to grow? The outlook for US equities late in the cycle
US multi-asset managers Marc Pinto and Jeremiah Buckley discuss equity opportunities in the late stages of the current economic cycle.
Multi-asset 2020 outlook: Climbing the wall of worry
Paul O’Connor, Head of the UK Multi-Asset Team, considers whether or not markets can continue to defy gravity in 2020, as we move into a post-stimulus era.
Fed policy to cast a shadow over 2020
Co-Head of Global Bonds Nick Maroutsos identifies the opportunities and risks he sees for fixed income investors in 2020 as the US Federal Reserve’s near-term policy path remains far from certain.
Diversified Alternatives 2020 outlook: Out of the Goldilocks zone?
Will 2019 be considered the last hurrah? Could 2020 mark the beginning of a new era of volatility for global markets? David Elms, Head of Diversified Alternatives, gives some insight into where he sees the most attractive areas of opportunity, and what this might mean for investors.
20/20 vision: the outlook for global property equities
Guy Barnard and Tim Gibson, Co-Heads of Janus Henderson’s Global Property Equities Team, review the sector’s performance over the year and discuss the key opportunities and risks for investors in 2020.
The outlook for healthcare stocks in 2020
In the US, healthcare was a political focal point in 2019, and will likely remain so in 2020. But amid impeachment proceedings and rampant discord in Washington, the odds that the US Congress will pass sweeping healthcare legislation look low, says Portfolio Manager Andy Acker. Meanwhile, the threat of reform is prompting more innovation, which could help drive growth over the long term.
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.
Strategic Fixed Income outlook 2020 — no reflation without a soft dollar
Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, share their thoughts on bond markets in the coming year; where they see risks and opportunities and where they look for clues.