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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Real yields pulling on cable
Portfolio manager Oliver Blackbourn gives his thoughts on recent sterling strength, outlining why he believes this environment may favour UK domestic-focused firms over those with global revenues.
Valuing the improving credit quality in high yield
Several of our global high yield experts assess the value that rising credit quality could have on high yield spreads.
A closer look at Dynamic Trend Following
Portfolio Managers Andrew and Mathew Kaleel discuss a different approach to capturing both micro and macro trends in markets.
UK Multi Asset Team – long-term expected returns & market assumptions
Janus Henderson’s UK-based Multi Asset Team set out their expectations for longer-term returns across 31 major assets classes across equity, fixed income, currencies and commodities.
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.
Secured loans quick view: 2021 — a return to normal?
David Milward, Head of Loans and member of the Secured Credit Team, explains why he believes secured loans could prove to be attractive in the search for relatively stable income in 2021.
US small-cap value equities: optimism, caution and a focus on quality
Perkins* Portfolio Manager Justin Tugman makes the case for optimism, caution and the potential for the reemergence of quality in US small-cap value equities.
*Perkins Investment Management is a subsidiary of Janus Henderson.
China decarbonisation: the emergence of a mega-theme
Daniel Graña, Matt Doody and Jennifer James look at how China decarbonisation has the potential to be one of the biggest investment themes over the coming years.
Exploiting the two-way traffic in high yield
Tom Ross, corporate credit portfolio manager, takes a drive in the auto sector to demonstrate how both upgrades and downgrades can be a source of returns.
Tempering expectations
While record-setting prices for riskier assets hint at better days ahead, Portfolio Manager Nick Maroutsos believes that a complete exit from the pandemic may take longer than expected, justifying continued monetary and fiscal hyper-accommodation.
Considerations for higher yields
Head of US Fixed Income Greg Wilensky explains why investors should consider how much interest rate risk they have in their portfolios, and make sure it is appropriate for their needs.
Global Sustainable Equity: news and opportunities (January 2021)
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the last quarter of 2020 and looks ahead to the opportunities in the world of sustainability.