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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Real yields pulling on cable
Portfolio manager Oliver Blackbourn gives his thoughts on recent sterling strength, outlining why he believes this environment may favour UK domestic-focused firms over those with global revenues.
UK Multi Asset Team – long-term expected returns & market assumptions
Janus Henderson’s UK-based Multi Asset Team set out their expectations for longer-term returns across 31 major assets classes across equity, fixed income, currencies and commodities.
US small-cap value equities: optimism, caution and a focus on quality
Perkins* Portfolio Manager Justin Tugman makes the case for optimism, caution and the potential for the reemergence of quality in US small-cap value equities.
*Perkins Investment Management is a subsidiary of Janus Henderson.
Considerations for higher yields
Head of US Fixed Income Greg Wilensky explains why investors should consider how much interest rate risk they have in their portfolios, and make sure it is appropriate for their needs.
Welcome to Flow World
Large-scale trading activity periodically creates short-term dislocations. Portfolio Manager Aneet Chachra considers the investment opportunity around these flow-driven price moves.
A fertile ground for European smaller companies stock pickers in 2021
European smaller companies managers Rory Stokes and Ollie Beckett discuss their outlook for the asset class in 2021.
ESG in 2021: closing the expectations gap
Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
2021 — in a word: recovery
Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies, explains why 2021 will likely be a year of recovery, though he cautions that we should keep one eye on inflation and inflation expectations.
A step closer to a digital future
Portfolio manager Denny Fish explains how this past year brought the global economy closer to a digital future.
Multi-asset outlook 2021 – all change
News of game-changing vaccines have heralded a dramatic change in expectations for markets and the economy in 2021. Paul O’Connor, Head of the UK-based Multi Asset Team, considers the rationale behind this optimism.
European equities: remain agile in 2021
Jamie Ross, European equities portfolio manager, argues that a disciplined, balanced approach is key to this asset class in 2021.
The speed of change in emerging markets is unknown but the direction is not
Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.