Market GPS
Investment outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
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COVID variants: The impact on pandemic trajectory & biopharma stocks
Making sense of the latest developments around COVID-19 variants and what investors should consider now.
A step closer to a digital future
Portfolio manager Denny Fish explains how this past year brought the global economy closer to a digital future.
Multi-asset outlook 2021 – all change
News of game-changing vaccines have heralded a dramatic change in expectations for markets and the economy in 2021. Paul O’Connor, Head of the UK-based Multi Asset Team, considers the rationale behind this optimism.
Value rotation represents a style change for 2021
Portfolio Manager Luke Newman highlights the distinct challenges the pandemic posed in 2020 and considers the prospects for absolute return in the months ahead.
Credit light cuts through the income darkness
Jenna Barnard and John Pattullo explain how credit markets navigated COVID with relative ease and why corporate bonds remain in the sweet spot for 2021.
Sustainable equities: the future is green and digital
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.
A positive backdrop for US equities
Though volatility is likely to continue, Portfolio Manager Jeremiah Buckley thinks the outlook for equities remains constructive as we progress past the election and get closer to the end of the coronavirus pandemic.
Diversified alternatives: adapt and evolve
David Elms, Head of Diversified Alternatives, argues for new thinking for investors’ portfolios in 2021, following a year in which the pandemic posed unfamiliar challenges for industries.
Diversified alternatives — evolution and adaptation in changing markets
In this Q&A, David Elms, Head of Diversified Alternatives at Janus Henderson Investors, gives some insight into the adaptable strategies his team deploy in their efforts to deliver attractive risk adjusted returns for investors, with truly diversified performance drivers.
ISG Insight: a mostly benign outlook for US inflation
The stabilisation of US economic growth amid unprecedented fiscal and monetary stimulus has raised questions about the likelihood of inflation returning. Jim Cielinski, Global Head of Fixed Income, and Andrew Mulliner, Head of Global Aggregate Strategies, both members of the Fixed Income Investment Strategy Group (ISG)*, explain why they do not see significant risks of sustained higher inflation materialising in the next few years, though caution that short-term spikes are possible and investors should evaluate the diversity that their fixed income portfolios provide.
COVID-19 vaccine beats expectations
How a novel vaccine candidate from Pfizer and BioNTech could shape the trajectory of the global pandemic.
A potential turning point in the battle against COVID-19
Delivering better-than-expected trial data, a vaccine candidate from Pfizer and BioNTech could mark the beginning of the end of the pandemic and boost confidence in an economic recovery, now underway.