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.
Paul LaCoursiere, new Head of ESG Investments, examines three key reasons why investors should care about ESG and the main challenge faced by the investment industry.
Daniel Graña, Matt Doody and Jennifer James look at how China decarbonisation has the potential to be one of the biggest investment themes over the coming years.
Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
Adrienn Sarandi explains the Global Corporate Credit Team’s views on evolving ESG trends, how ESG analysis is best integrated into credit investment processes and key questions currently being asked by investors.
Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective.
Charlotte Nisbet, Governance and Responsible Investment Analyst, explores the importance of sustainable design in consumer products.
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team discuss the gig economy’s broad-ranging impact and why ESG engagement is imperative when investing in disruptive technologies.
Charlotte Nisbet, Analyst on the Governance and Responsible Investment Team and member of the Janus Henderson Mental Health Group, discusses the importance of mental health and wellbeing from an investment and employer perspective.
The Global Property Equities Team highlights how COVID-19 is accelerating the importance of ESG factors within real estate, along with the supporting role the sector is playing in the global recovery.
The 2020 Trends in Investing Survey reveals that ESG investing is gaining popularity among financial professionals and investors in the U.S.
Alison Porter, portfolio manager in the UK-based Global Technology Team explains the significance of ESG when it comes to investing in tech stocks and how the team proactively engages and manages their portfolios with this in mind.
The Corporate Credit Team at Janus Henderson Investors explain why integrating ESG factors into their decision-making is integral to their investment approach.