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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Sustainable equities in 2020 and beyond
Hamish Chamberlayne, Head of SRI at Janus Henderson, sees good reason to remain optimistic in 2020 and beyond amid an economy that is nearing the end of its cycle by focusing on companies whose business models benefit the development of a sustainable global economy.
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.
Chinese equities: investing in innovation
Charlie Awdry, China portfolio manager, provides his views on how China’s rapid technology innovation is creating opportunities to invest in the country’s growing companies and industries.
UK Property: a focus on stable income
In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines recent fund and market performance, discusses key factors the team consider as part of their investment process, highlights portfolio positioning and provides her outlook for the asset class.
Trust TV: Growth and income
Watch Portfolio Managers John Pattullo (Henderson Diversified Income Trust) and Ollie Beckett (TR European Growth Trust) tackle questions from investors in the latest episode of Trust TV. Glossary Bull market: A financial market in which the prices of securities are rising, especially over a long time. The opposite of a bear market. Bond yield: The level of income
Quick view: UK prorogation fever
Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset team, discusses the abrupt escalation in hostilities between the UK Parliament and a bellicose PM.
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Quick view: Chinese yuan depreciates to critical level against the US dollar
Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.
Managing property for the long term
Ainslie McLennan and Marcus Langlands Pearse, Co-Managers of the Janus Henderson UK Property PAIF, look back at 10 years of managing the fund together and ahead at the changing dynamics of the UK commercial property market.
Cobalt: saying ‘no’ to child labour
Ama Seery, analyst within the global Sustainable and Responsible Investment (SRI) Team headed by Hamish Chamberlayne, examines the explosive demand for cobalt to power new technologies and the many risks associated with its supply.
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UK politics: new leader, old problems
Paul O’Connor, Head of the UK-based Multi-Asset team, discusses confirmation of Boris Johnson’s appointment as UK Prime Minister and the highly uncertain outlook for Brexit that he, and his divided government must navigate, and the likely market response.
Powerplay: geopolitical manoeuvres and their corporate impact
Geopolitical risk continues to be top of mind for investors, particularly the shifting global balance of power from west to east as showcased by the escalating trade friction between China and the US. Charlie Awdry, China equities portfolio manager and Richard Clode, Global Technology portfolio manager, provide candid views on this evolving issue and its significance on how they invest.
Property: steady income and asset management initiatives
In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines fund and UK commercial property market performance year to date. Ainslie also discusses portfolio positioning and her outlook for the asset class.