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.
Reflecting on his own attempts to remain level-headed through 2020’s best and worst market swings, Adam Hetts from Janus Henderson’s Portfolio Construction and Strategy (PCS) Team discusses the importance of staying the course amid ongoing uncertainty.
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.
Head of US Fixed Income, Greg Wilensky, cautions that uncertainty is likely to remain elevated as we approach 3 November 2020, and thus it may be prudent to remain diversified and keep risk levels close to long-term targets.
Given the COVID-19 pandemic, Portfolio Manager Gordon Mackay provides an update on the Global Equity Strategy, which seeks to invest in a portfolio of high quality, growing companies that have the resilience to weather unforeseen events.