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.
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Credit markets: tactics for the seventh inning stretch?
Bond markets seem to be frozen in time and the credit cycle, which has seemingly become stuck, could stay that way for a long time. John Pattullo, Co-Head of Strategic Fixed Income, explains the reasons why, and how to set about looking for returns in the low growth, low inflation world around us.
AI: from science fiction to an attractive investment theme
Advances in computing power, the volume of data available and the speed and falling cost of data analysis have propelled artificial intelligence (AI) to the next paradigm shift in technology. Alison Porter, Richard Clode and Graeme Clark, portfolio managers in Henderson’s Global Technology Team, discuss this investment theme, its strong potential and where they believe the best opportunities lie.
Tesla’s giant awakens
Hamish Chamberlayne, portfolio manager for Henderson’s global sustainable equity strategy, provides an update on Tesla as its Gigafactory begins battery cell production. He explains how Tesla’s ambitions for a low carbon revolution extend beyond electrifying the automotive industry.
Rise of robotics
Over the past five years there has been an increasing number of bold pronouncements around what many are labelling the fourth industrial revolution. Wherever you look commentators are heralding the advancement of robotics as a real and present threat to the workforce. Arjun Bhandri, Analyst within the Strategic Fixed Income team looks at the rising trend in robotics and the implications for humans, as well as the global economy.
Essentials: the Janus Henderson China Opportunities Fund in three minutes
In this ‘Essentials’ video, Charlie Awdry, China equities manager, provides a brief introduction to the Henderson China Opportunities Fund.
Topics covered include:
• Fund objective and investment approach
• Why invest in Chinese stocks?
• Why invest in the fund?
Creative disruption: a shifting investment backdrop
Arjun Bhandari, Analyst within Henderson’s Strategic Fixed Income Team, looks at several disruptive trends in the economy and how their interaction may be contributing to the current low growth, low inflation environment.
Impact investing: doing well, doing good
Nick Anderson and Hamish Chamberlayne, co-managers of Henderson’s global equity sustainable investment strategy, discuss the rise of impact investing and why it could be a fundamental force for positive change.
Essentials: the Global Equity Income Strategy in three minutes
In this ‘Essentials’ video, Andrew Jones provides an overview of the Global Equity Income Strategy that he co-manages with Ben Lofthouse. The strategy is designed to offer a blend of capital and income growth from dividend-paying companies over the long term, and may be suitable for investors looking for a diversified portfolio spread across countries
Swap Shop and the sharing economy
John Pattullo, Co-Head of Retail Fixed Income, takes a look at the new sharing economy and its disruptive influence on economic participants. For bond investors, the ramifications are particularly interesting as the sharing economy looks set to exert deflationary forces, which lends support to the view that interest rates could stay lower for longer.