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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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Can European margin recovery drive equities higher?
As we approach the end of 2017, after a strong year for European equities, it seems an appropriate time to take a step back to think logically about what could drive European equities higher still, or whether, in fact, we are approaching the end of the road for the current bull market.
A most unusual cycle — the shrinking of the high yield market
There are many aspects of this credit and business cycle, which continue to surprise investors and differ from the textbook expectations of an aging bull market. Jenna Barnard explores one aspect unique to the high yield market, which can explain the relentless demand for bonds.
Kardashians and tails
Ten years ago the reality TV family – the Kardashians – came into our lives, just as the S&P 500 reached its pre-financial crisis peak. Aneet Chachra, portfolio manager in the Diversified Alternatives team at Janus Henderson, takes a look at fat-tail events and the potential value within the options market.
Square root recovery
A decade on from the Global Financial Crisis, economic recovery has turned out to be both one of the weakest, and the longest, in modern history. John Pattullo, Co- Head of Strategic Fixed Income, shares his views on economic growth since the downturn, and into the future.
A shot in the arm for the UK life sciences industry?
The UK government recently revealed its ambitious Life Sciences Industrial Strategy and pledged £146m to support health care-related projects. In this Q&A, Ethan Lovell, co-portfolio manager of the Janus Henderson Global Life Sciences Strategy, provides his take on these initiatives.
Medical moonshots: how might investors approach gene-therapy stocks?
Ethan Lovell, co-portfolio manager of the Janus Henderson Global Life Sciences Strategy explains why medical moonshots are successful only after many years of research. He believes that a long-term approach to investment is therefore warranted.
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Essentials: the Global Technology Strategy
In this ‘Essentials’ video, Alison Porter, Richard Clode and Graeme Clark, portfolio managers in the UK-based Janus Henderson Global Technology Team along with Stuart O’Gorman, provide an introduction to the strategy, including team overview, investment approach and objective, key differentiators and why investors should consider an actively-managed approach to investing in global technology stocks. Glossary:
Lower volatility forever? Don’t bet on it
While investors may think that low volatility is the “new normal,” Portfolio Manager John Fujiwara cautions against complacency given the potentially significant ramifications of the volatility trade unwinding.
Quick view: Electric shock for dirty diesel
Following the news that Britain is to ban the sale of all diesel and petrol cars and vans from 2040 – a trend gathering momentum across Europe – two of Janus Henderson’s investment teams provide their reactions.
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Fuel stop: full combustion engines make way for electrified vehicles
Noah Barrett and David Chung, equity analysts in the Janus Henderson Research Team, discuss Volvo’s recent announcement to phase out full combustion engines, and the sectors that may benefit from this trend.
Essentials: the Janus Henderson Global Property Equities Strategy
Guy Barnard, Co-Head of Global Property Equities, provides an introduction to the Global Property Equities Strategy. The high conviction, actively-managed strategy invests in listed property stocks and real estate investment trusts (REITs), and aims to deliver attractive total returns to investors over the long term.
Global warning: the case for low carbon investing, today
Hamish Chamberlayne, investment manager for Janus Henderson’s global sustainable equity strategy, explains why climate change remains the biggest investment issue of our lifetime.