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.
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US inventory cycle yet to bottom
The modest revival in the global manufacturing PMI in late 2019, on the view here, partly reflects a bottoming out of the global stockbuilding (inventory) cycle.
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.
An evolving role for Asian dividend-paying stocks
In this video, Sat Duhra, Co-Manager of the Asian Dividend Income Strategy with Mike Kerley, discusses the sectors that are likely to offer the most attractive dividends and, how improving corporate governance is boosting the dividend culture in Asia. Sat also examines portfolio positioning and key risks for investors.
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.
Search for stable income continues in 2020
Portfolio Manager Seth Meyer discusses the importance of identifying stable sources of income in the year ahead.
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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.
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Is market optimism premature?
The long-standing view here has been that global economic momentum would bottom around Q3 2019 but remain weak into H1 2020.
US equities vs bonds: two key trends to watch in 2020
Disruption and consumer spending – are these the two key trends to watch in 2020?
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.