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.
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High yield: hunting in the crossover space
In this video, Tom Ross, corporate credit portfolio manager, discusses the global high yield market, exploring the near term outlook, whether defaults might pick up and where they are seeing the best opportunities.
2020 vision — clearer opportunities within European secured loans
Elissa Johnson, Co-Manager of the Secured Loans Fund and Oliver Bardot, Associate Portfolio Manager within the Secured Loans Team, evaluate risks and opportunities in the European loans market in 2020 and how they might impact their portfolios.
ECB — one for the specialists
Andrew Mulliner, Portfolio Manager Global Bonds, shares his views on the outcome of today’s European Central Bank meeting, which as he explains was expected to be the hors d’oeuvre of the ECB’s policy review; in reality it was more akin to a notification that the ECB would be cooking dinner.
Diversified alternatives: Trade developments and interest rates hold keys to economy in 2020
John Fujiwara explains why a potential stock rotation and the shape of the yield curve are two themes meriting investors’ attention in 2020.
Should investors aim high in 2020?
Tom Ross, corporate credit portfolio manager, looks at the outlook for high yield bonds in 2020.
Our ‘Integrated ESG’ approach to credit investing
Janus Henderson’s Global Corporate Credit Team explain how ESG is integrated into their approach to credit investing.
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Intech outlook: Harnessing volatility in 2020
Can investors take advantage of heightened market volatility to generate returns in 2020? David Schofield, President of Intech’s international division (based in London), gives his thoughts on the prospects for Intech’s strategies over the next few months.
Global prospects 2020: a game of two halves
Andrew Mulliner, Portfolio Manager within Global bonds, believes that 2020 will prove to be a year of two halves with a rosier outlook likely later in the year. He cautions, however, that attractive opportunities might be harder to come by given downside risks such as a re-escalation of trade wars and uncertainty from the US elections.
High stock valuations demand a focus on quality in 2020
Late in the market cycle, Greg Kolb, Chief Investment Officer for Perkins Investment Management (a subsidiary of Janus Henderson), shares why he thinks investors would do well to focus on high-quality value or cyclical stocks, particularly outside the US.
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Secured Credit outlook 2020 — heading for positive but more modest excess returns with increasing dispersion
Colin Fleury, Head of Secured Credit, shares his views on fixed income markets for the year ahead. While 2019 was generally a strong year across risk asset classes, he believes caution may be warranted in 2020.
Search for stable income continues in 2020
Portfolio Manager Seth Meyer discusses the importance of identifying stable sources of income in the year ahead.
Fed policy to cast a shadow over 2020
Co-Head of Global Bonds Nick Maroutsos identifies the opportunities and risks he sees for fixed income investors in 2020 as the US Federal Reserve’s near-term policy path remains far from certain.