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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.
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.
Could the shift to value propel European equities in 2021?
John Bennett, Director of European Equities, shares his view on the outlook for European equities in 2021.
Euro investment grade: where less is more in 2021
Tim Winstone, corporate credit portfolio manager, sees reduced bond issuance, ongoing policy support and a recovering economy helping to underpin euro investment grade bonds in 2021.
Reaching for normal: the outlook for 2021
Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.
Long-term tech themes set to be powerful drivers in 2021
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team highlight the rapid acceleration of long-term tech themes this year and explore expectations for 2021.