For institutional investors in the UK

Global Perspectives

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.

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

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Powerful factors coalescing for a rebound in U.S. travel and leisure

Powerful factors coalescing for a rebound in U.S. travel and leisure

Portfolio Manager Jeremiah Buckley and Assistant Portfolio Manager David Chung discuss the strong recovery potential for travel and leisure industries as COVID restrictions ease.

Emerging markets caught in trade winds

Emerging markets caught in trade winds

Geopolitics are often an important consideration when investing in emerging market (EM) stocks, the upcoming US election included. But regardless of who takes the White House in November, the next administration is likely to continue down a path of deglobalization, with important considerations for EM investors, says Emerging Market Equity Portfolio Manager Daniel Graña.

The highly rational – and sometimes slightly less rational – world of tech investing

The highly rational – and sometimes slightly less rational – world of tech investing

Global Technology and Innovation Portfolio Manager Denny Fish argues that a long view is essential for maximizing the opportunity presented by the forces driving the transition to a digital global economy.

Janus Henderson Global Equity Fund: 10-year milestone

Janus Henderson Global Equity Fund: 10-year milestone

The Janus Henderson Global Equity Fund (Unit Trust) recently reached a 10-year milestone as an unconstrained, concentrated and high conviction Global Equities Strategy. Fund Manager Gordon Mackay explains how the same disciplined investment approach has been employed over the last decade, which has provided strong absolute and relative performance.

Global equities: a focus on high quality, resilient businesses

Global equities: a focus on high quality, resilient businesses

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.