KNOWLEDGE. SHARED
Global Fixed Income Compass
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
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Market GPS: Will Economic Growth Reaccelerate in 2020?
Signs of a slight uptick in global economic growth next year are emerging. Should the growth materialize, we think stocks could benefit.
Market GPS: Fed Policy to Cast Long Shadow over 2020
Nick Maroutsos highlights what fixed income investors can expect in 2020 as the Fed’s near-term policy path remains far from certain.
Market GPS: Consumer Spending and Low Rates Favor Stocks in 2020
A healthy consumer and low bond yields – two trends that dominated 2019 – look set to continue in 2020, creating a favorable backdrop for equities.
Market GPS: The Outlook for Health Care Stocks in 2020
After a volatile 2019, what can health care investors expect in the new year?
UK election: A Tory win might be good for UK equities, but just for Christmas Copy
What impact might a Tory victory have on UK assets? James de Bunsen, portfolio manager in Janus Henderson’s UK-based Multi-Asset team, gives some insight into his expectations for the upcoming UK general election and what might follow.
How And Where to Access Listed Property Amid Uncertainty
The impact of technology and disruption on the property sector is creating structural growth opportunities for this asset class, but investors need to stay active to access these and, at the same time, counter expected slower economic growth in 2020.
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Adapting to Disruption in Real Estate
Rising uncertainty and slower growth in the global economy bodes well for global property equities, especially in sectors expected to benefit from the disruptive forces of technology and innovation globally.
China: Resilient Despite Challenges
A slowing economy, geopolitical adversity and a ratcheting down of global growth expectations have been the backdrop for the most of 2019, but there’s evidence China can weather the turmoil.
Finding Value in Fixed Income
Amid low yields and negative rates in developed markets, investors should increasingly add more portfolio exposure to Asian credit as they adapt fixed income allocations.
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US-China opportunities – look beyond the trade war in 2020
The world’s two biggest trading nations continue to clash over trade, but does the domestic backdrop in China and the US provide any grounds for optimism?
Room to Grow? The Outlook for Equities Late in the Cycle
Portfolio Managers Marc Pinto and Jeremiah Buckley discuss equity opportunities in the late stages of the current economic cycle.
Bond and Equity Markets Sending Mixed Signals on Economic Outlook
John Pattullo, Co-Head of Strategic Fixed Income, provides insight on the chances of a soft or hard landing for the U.S. economy.