Though volatility is likely to continue, Portfolio Manager Jeremiah Buckley thinks the outlook for equities remains constructive as we progress past the election and get closer to the end of the coronavirus pandemic.
In this Q&A, David Elms, Head of Diversified Alternatives at Janus Henderson Investors, gives some insight into the adaptable strategies his team deploy in their efforts to deliver attractive risk adjusted returns for investors, with truly diversified performance drivers.
Head of US Fixed Income, Greg Wilensky, cautions that uncertainty is likely to remain elevated as we approach 3 November 2020, and thus it may be prudent to remain diversified and keep risk levels close to long-term targets.
Recent volatility in the technology sector may cause some investors to lose sight of the powerful forces that have propelled the sector’s earnings growth; yet technology equities portfolio manager Denny Fish argues that a long view is essential for maximising the opportunity presented by the transition to a digital global economy.
In this video, John Bennett, Director of European Equities, discusses what he believes are the important factors to focus on in times of market turmoil and highlights the importance of ‘sticking to the knitting’.