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COVID-19: outlook for dividends in 2020
Ben Lofthouse, Head of Global Equity Income, and Jane Shoemake, Investment Director, assess the outlook for global dividends given the wide-reaching implications from the COVID-19 pandemic.
Technology stocks’ financial strength is key to weathering the coronavirus storm
Alison Porter, Graeme Clark and Richard Clode from Janus Henderson’s Global Technology Team explain why the tech sector looks well positioned to brave the coronavirus-induced uncertainty and highlight how as active managers they are maintaining a laser-like focus on companies’ financial strength.
Income diversification in the time of coronavirus
Laura Foll, UK income equities portfolio manager, highlights the role of diversification in an investing environment of continuing uncertainty.
COVID-19: cautiously optimistic on Asian equities from an income perspective
Mike Kerley, Asian income equities portfolio manager, shares his views on the latest developments in Asia and discusses the investment implications from an income point of view.
UK equities: diversification is paramount in uncertain times
Laura Foll, UK equities portfolio manager, provides an update on the market amid the coronavirus outbreak and oil supply price war, as well as what may be instore for UK income investors.
Essentials: the Pan European Property Equities Strategy
Guy Barnard, Co-Head of Global Property Equities, and Nicolas Scherf, portfolio manager, provide an introduction to the Pan European Property Equities Strategy, the benefits of investing in listed real estate and why the team believes their approach is unique.
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? UK
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.