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A long-term view is the best tonic for digesting tech sector volatility
Recent volatility in the technology sector may cause some investors to lose sight of the powerful forces that have propelled the sector’s earnings growth; yet technology equities portfolio manager Denny Fish argues that a long view is essential for maximising the opportunity presented by the transition to a digital global economy.
Making sense of equities in 2020
George Maris, Co-Head of Equities – Americas, recaps equity market volatility in 2020 and what investors should consider as the outlook for the global economy remains unclear.
Taking higher-quality risk in core plus bond portfolios
Greg Wilensky, Head of U.S. Fixed Income, discusses the importance of identifying and diversifying risk factors in bond portfolios.
Energy companies choose different paths through crisis
In a disrupted environment, energy companies are being forced to adjust in the short term while staying mindful of positioning for future growth.
Oil crisis sparks market consolidation
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for equities and other risk assets, as negative oil prices put the brakes on the recent v-shaped market recovery.
Pandemic severity key to determining economic fallout
Regulators staved off a liquidity crisis in March. Now, the outlook for the global economy hinges on the pandemic’s duration and severity.
European equities: stick to the knitting
In this video, John Bennett, Director of European Equities, discusses what he believes are the important factors to focus on in times of market turmoil and highlights the importance of ‘sticking to the knitting’.
COVID-19: Research beyond the headlines
Carmel Wellso, Director of Research, examines the implications of the COVID-19 pandemic on financial markets and discusses what Janus Henderson’s team of analysts from around the world are evaluating, including long-term behavioural changes.
In Charts: The Market Sell-Off in Perspective
Although stocks are suffering extreme volatility, history shows that double-digit gains have followed in the years after the worst trading day of a crisis.
Federal Reserve forcefully reenters markets
Co-Head of Global Bonds Nick Maroutsos discusses the US Federal Reserve’s recent efforts to ease financial conditions and why he believes uncertainty will continue to be a headwind for markets.
Illiquid markets seek targeted policy response
Ashwin Alankar, Head of Global Asset Allocation, says the market sell-off has increased illiquidity in financial markets and that a targeted policy response is needed to stave off the potential for small business defaults, which would greatly weigh on economic growth. However, options markets now signal more reward than risk in equities.
Navigating Uncertainty in the Energy Sector
In the near term, investors may want to take a cautious approach to energy stocks as the sector grapples with both supply and demand shocks.