Investment Focus 

Illumination 2020  

Shining a light on investment prospects

JH_LightBulb - trans

Janus Henderson Investors’ sustainability spotlight will shine more brightly on companies that make a positive impact via the circular economy. In the third of a series, the Global Sustainable Equity Team reveals how, where and why.

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.

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.

Alison Porter, Graeme Clark and Richard Clode from the UK-based Global Technology Team, review the sector’s performance year to date, and provide their views on what is in store for tech investors in the year ahead, including key risks and opportunities.

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.

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.

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.

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.