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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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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.
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.
Essentials: The Asian Growth Strategy in three minutes
In this ‘Essentials’ video, Andrew Gillan provides an overview of the Asian Growth Strategy that he manages with Associate Investment Manager, Mervyn Koh. The strategy seeks long-term capital appreciation by investing at least two thirds of available total assets in a variety of sectors across Asia excluding Japan equity markets.
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Beyond the metrics: which active techniques add value?
With investors faced with the option of whether to gain exposure to a particular asset class via active or passive strategies, many are now looking at when the added value of active management is preferable. As noted in our previous article we believe both approaches have a role to play, but selectivity is required. Here we explore how certain managers at Henderson employ techniques often associated with ESG (environmental, social, and corporate governance) investing and which are omitted from the passive approach.
10 reasons for active management in fixed income
We believe that active management has an important role to play in investment portfolios. Here, we highlight 10 reasons, each supported by a chart, to demonstrate why active management can be valuable when investing in fixed income.
Global Growth: the developing trend towards paperless payments
The managers of the Henderson Global Growth Strategy seek to identify long-term secular trends that they believe are underappreciated by the market. One such trend is the rise of paperless payments and a shift away from cash as a medium of exchange. Ian Warmerdam, Head of Global Growth, and Portfolio Manager Gordon Mackay explain why they believe this trend has further to run.
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Active versus passive investing – selectivity required
The active versus passive debate has led to numerous studies, detailed analysis and thought-provoking theories. What is clear is that passive funds have attracted significant inflows in the last decade and now play a major role, for better or worse, both in investor portfolios and in the functioning of global capital markets.
Will technological progress be the downfall of globalisation?
Throughout the 20th century, the world economy became more global than ever before. Cross-border trade grew exponentially and the increasingly free movement of people led to the blurring of international boundaries, both geographical and cultural. While there is little doubt that trade-liberalisation and the reduction in global protectionism laid the foundations for the surge in
Essentials: Overview of the Janus Henderson Horizon China Fund
In this ‘Essentials’ video, Charlie Awdry, China equities manager, provides a brief introduction to the Henderson Horizon China Fund.
Topics covered include:
• Fund objective and investment approach
• Why invest in Chinese stocks?
• How does the fund use shorts to generate additional returns?
• Why invest in the fund?