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Global Fixed Income Compass
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
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Diversified Alternatives 2020 outlook: Out of the Goldilocks zone?
Will 2019 be considered the last hurrah? Could 2020 mark the beginning of a new era of volatility for global markets? David Elms, Head of Diversified Alternatives, gives some insight into where he sees the most attractive areas of opportunity, and what this might mean for investors.
UK election reaction: continuity and change
Paul O’Connor, Head of the UK Multi-Asset Team, gives his reaction to the UK election result and what it means for the Brexit process.
UK election: A winter of contentment?
UK equities long/short manager Luke Newman gives his views on what an unexpectedly large Conservative majority in the UK election has meant for markets, giving some insight into early post-vote trading activity.
20/20 vision: the outlook for global property equities
Guy Barnard and Tim Gibson, Co-Heads of Janus Henderson’s Global Property Equities Team,
review the sector’s performance over the year and discuss the key opportunities and risks for investors in 2020.
Market GPS: Will Economic Growth Reaccelerate in 2020? SG
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.
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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?
Quick view: clarity for Christmas
Bethany Payne and Andrew Mulliner, Portfolio Managers within the Global Bonds Team, give their reaction to the UK election result in which the Conservatives took a meaningful majority.
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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.
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.