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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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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.
Tell Tail Signs: November 2019 – Don’t bet on recession or disinflation
Janus Henderson’s US-based Multi-Asset Solutions Team present their latest Tail Risk Report, using options market prices to infer expected tail gains and losses for each asset class.
US-China opportunities – look beyond the trade war in 2020
The world’s two biggest trading nations continue to clash over trade, but does the domestic backdrop in China and the US provide any grounds for optimism?
Healthcare reform that could lower costs
Amid a raft of costly proposals to overhaul the US healthcare system, companies are hustling to find efficiencies and improve patient outcomes. Rich Carney, on the Global Life Sciences team alongside Andy Acker, discusses the innovations that may lead to lower costs and new sources of growth.
Healthcare reform that could lower costs
Amid a raft of costly proposals to overhaul the US healthcare system, companies are hustling to find efficiencies and improve patient outcomes. Rich Carney, on the Global Life Sciences team alongside Andy Acker, discusses the innovations that may lead to lower costs and new sources of growth.
The next phase of tech disruption
Jeremiah Buckley, Co-Manager of the Janus Henderson Balanced Fund, and Doug Rao, Co-Manager of the Janus Henderson US Forty Fund, discuss what the next phase of technological disruption may look like, and some of the potential investment implications.
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Solving a hard problem with a simple model
In this article, portfolio manager Aneet Chachra considers the potential benefits of a simple tactical allocation model based on trailing relative returns when looking at US vs emerging markets, and the importance of moving quickly when making investment decisions.
Bonds and equities: working in tandem
Jeremiah Buckley, Portfolio Manager on the Janus Henderson Balanced team, gives insight into how the bonds and equities teams work in tandem as they seek to deliver a balanced, risk-conscious portfolio for investors.
Under the microscope: pioneering companies changing lives
Andy Acker, Portfolio Manager on the Global Life Sciences Team, seeks companies that are pioneering life-changing innovations. Here, he discusses the cutting-edge developments being made in the medical field by some of these companies.
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Attaching a price to bond market liquidity
Portfolio Manager John Fujiwara and Research Analyst Lucy Holden discuss how low yields and volatile markets reinforce the risk premium commanded to provide bond market liquidity.
Life in the conflict zone
Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the continuing trade war between China and the US, possible trade conflicts among other countries and how this has shaped his global outlook.
Quick view: Fed turns a page, cuts rates
Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s first rate cut in more than a decade and what it means for investors.