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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Global tech: actively managing the coronavirus impact
Alison Porter, Graeme Clark and Richard Clode from the UK-based Global Technology Team assess the impact of the coronavirus on tech companies and shares their near-term views for the sector, as well as portfolio implications.
US equities: Staying focused on long-term growth themes in 2020
US portfolio managers Doug Rao and Nick Schommer discuss why they are balancing near-term optimism for equities in 2020 with a focus on long-term themes.
Multi-asset outlook for 2020
Paul O’Connor, Head of the UK Multi-Asset Team, considers whether or not markets can continue to defy gravity in 2020, as we move towards a post-stimulus era.
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.
Strategic Fixed Income — where are bond markets heading in 2020?
For John Pattullo, Co-Head of Strategic Fixed Income, the key question for 2020 is whether the decline in economic growth and inflation is coming to an end and whether we have an economic ‘soft’ or ‘hard’ landing.
European equities in 2020: staying selective
In this Q&A, European equity managers John Bennett and Marc Schartz discuss the year ahead and the key themes that they look for when choosing companies for their portfolios.
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Property: actively managing retail
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, explains why the UK commercial property investment team feel vindicated in moving early to diversify the portfolio away from traditional areas of the retail market.
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.
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.
Subscribe for relevant insights delivered straight to your inbox
Auspicious times ahead in the Year of the Rat?
As China welcomes in the Lunar New Year, Charlie Awdry, China equities portfolio manager, talks about the impact of the recent trade deal and portfolio positioning.
UK property 2020 outlook: steady income & asset management
In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, discusses opportunities and risks within UK commercial property in 2020 and examines key themes that are relevant to the fund’s strategy.
China: resilient despite challenges
In this video, China equities portfolio manager May Ling Wee shares the reasons why despite a slowing economy, geopolitical adversity and ratcheting down of global growth expectations, there is evidence that China can weather the turmoil. May Ling also discusses sectors that are offering attractive investment opportunities.