MARKET GPS
Investment Outlook 2020
What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.
Latest Insights
Subscribe for relevant insights delivered straight to your inbox
Election Insights: Post Primaries, Options Market Signals Low Risk
With Democratic primaries now underway, the options market remains sanguine about financial market risk.
Covid-19: assessing the impact on property markets
Xin Yan Low, Guy Barnard and Tim Gibson from the Global Property Equities Team, discuss the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.
Utilities Play Vital Role in Electrification of Global Economy
Portfolio Manager Nick Schommer explores the transformation taking place in energy as utilities invest for the future.
Coronavirus: does it change the outlook for Chinese equities?
Charlie Awdry, China equities portfolio manager, shares his views on the current coronavirus outbreak, its impact and the implications for portfolio positioning.
China in Uncharted Territory
With infrastructure investment the last reliable lever policymakers have to manage the Chinese economy’s trajectory, the golden age of China’s economic boom may be over.
Multi Sector Income: election insights — how bond markets may react
How will the 2020 US presidential election impact bond markets? Co-Head of Global Credit Research and Portfolio Manager on the Multi-Sector Income Strategy, John Lloyd, anticipates more risk should a left-leaning candidate win the Democratic nomination, with increased volatility possible in sectors such as banking, health care, energy and technology.
What Knowledge. Shared means for you
At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions.
We call this ethos Knowledge. Shared
Looking Beyond Real Estate’s “Core”
In an evolving real estate landscape, we believe investors should look beyond the core property categories of retail and office.
Multi-Sector Income: do credit ratings obscure risk and deter opportunities?
In this video, Multi-Sector Income portfolio managers John Lloyd and Seth Meyer, discuss why credit ratings may not be an accurate reflection of risk and could obscure opportunities for active managers to capitalise on.
Global sustainability reaches tipping point
Hamish Chamberlayne reflects on key developments in global sustainability and environmental issues over the past year.
Subscribe for relevant insights delivered straight to your inbox
The Fed Remains Accommodative
Nick Maroutsos discusses why he believes today’s Fed decision to leave rates unchanged should support the positive environment for stock and bond markets in 2020.
Election Insights: Stocks Tracking Primary Outcomes
Portfolio Manager Marc Pinto weighs in on how equity markets are reacting to the latest developments in the U.S. presidential election.
Investing in real estate: Spotify or cassette tape?
Guy Barnard and Greg Kuhl from the Global Property Equities Team, highlight the increasing importance of ‘non-core’ property sectors within an evolving real estate landscape.