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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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.
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.
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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.
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An evolving role for Asian dividend-paying stocks
In this video, Sat Duhra, Co-Manager of the Asian Dividend Income Strategy with Mike Kerley, discusses the sectors that are likely to offer the most attractive dividends and, how improving corporate governance is boosting the dividend culture in Asia. Sat also examines portfolio positioning and key risks for investors.
UK election reaction: continuity and change
Paul O’Connor, Head of the UK Multi-Asset Team, gives his reaction to the UK election result and what it means for the Brexit process.
Quick view: UK election signals inflows and takeovers
In this video, Laura Foll, UK equities portfolio manager, outlines the initial reaction of markets to the clear Conservative majority in the UK election. She also looks at the two key longer-term implications for investors in the UK equity market.