Global Perspectives

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.

Latest Insights

Coronavirus: does it change the outlook for Chinese equities?

Coronavirus: does it change the outlook for Chinese equities?

Charlie Awdry, China equities portfolio manager, shares his views on the current coronavirus outbreak, its impact and the implications for portfolio positioning.

Investing in real estate: Spotify or cassette tape?

Investing in real estate: Spotify or cassette tape?

Guy Barnard and Greg Kuhl from the Global Property Equities Team, highlight the increasing importance of ‘non-core’ property sectors within an evolving real estate landscape.

Meeting the challenge: fixed income investing in 2020

Meeting the challenge: fixed income investing in 2020

With Europe characterised by negative rates and subdued bond yields, Nick Maroutsos, Co-Manager of the Absolute Return Income team, explains how the team seeks to meet the objectives of the portfolio.

Global sustainability reaches tipping point

Global sustainability reaches tipping point

Hamish Chamberlayne reflects on key developments in global sustainability and environmental issues over the past year.

Coronavirus contagion concerns
Quick Views China Global

Coronavirus contagion concerns

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan Novel Coronavirus from a purely asset allocation perspective.

2020 outlook: Asia still attractive for income

2020 outlook: Asia still attractive for income

Mike Kerley, Asian income equities portfolio manager, provides the reasons why he maintains an optimistic outlook for Asia and its prospects for delivering income to investors.

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Brexit day: shift gets real

As the UK’s membership of the EU officially ends, Paul O’Connor, Head of the UK Multi-Asset Team, takes a pragmatic look at the next steps in the Brexit process, and considers what that might mean for investors.

Do credit ratings obscure risk and deter opportunities?
Quick Views Credit

Do credit ratings obscure risk and deter opportunities?

Portfolio Managers John Lloyd and Seth Meyer discuss why credit ratings may not be an accurate reflection of risk.

Election insights: stocks tracking primary outcomes

Election insights: stocks tracking primary outcomes

Portfolio Manager Marc Pinto weighs in on how equity markets are reacting to the latest developments in the U.S. presidential election.

Election insights: how bond markets may react

Election insights: how bond markets may react

Portfolio Manager John Lloyd offers his views on how potential outcomes of the U.S. presidential election could impact corporate bond markets.

Global outlook 2020: a tale of two halves

Global outlook 2020: a tale of two halves

Andrew Mulliner, Portfolio Manager within Global Bonds, believes 2020 will prove to be a year of two halves, with a rosier outlook likely later in the year.

Should investors aim high in 2020?

Should investors aim high in 2020?

Tom Ross, corporate credit portfolio manager, looks at the outlook for high yield bonds in 2020.