Market GPS
Investment outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
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Delivery and healthcare: Amazon continues to invest in long-term opportunities
Alison Porter, Portfolio Manager on the Global Technology Team, discusses Amazon’s latest foray into the delivery and healthcare sectors and its implications for investors.
Global Tech: the importance of navigating the hype cycle
Graeme Clark, portfolio manager in Janus Henderson’s Global Technology Team, discusses the significance of understanding and analysing where a company sits on the hype cycle when investing in tech for the long term, and how this forms an integral part of the team’s investment process.
“The King is dead, long live the King!” – real estate and technology
Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss how real estate is being reinvented and rejuvenated by rapid advances in technology and how their portfolios are actively positioned to gain from these evolving trends.
Tech titans’ results continue to support the ‘technology flywheel’
Global technology portfolio managers Alison Porter, Graeme Clark and Richard Clode, discuss how recent earnings announcements by Apple, Amazon, Alphabet (Google), Facebook and Microsoft highlight the team’s view that the technology sector continues to take share.
Ten themes for sustainable investing (non UK)
Hamish Chamberlayne, Portfolio Manager with Janus Henderson’s Global SRI Team, details the ten sustainability themes – five environmental and five social – that guide the generation of the team’s investment ideas.
Active and passive investing – all in the blend
Janus Henderson Co-CEO Dick Weil talks to Bloomberg TV about the benefits of combining an active and passive approach to investing. He also provides his view on the risk of crowded trades, the scope for interest rate rises, and taking advantage of growth in the Chinese market.
Essentials: the Emerging Market Credit Strategy in three minutes
Steve Drew, Head of Emerging Market Credit, introduces his strategy, highlighting the investment approach and philosophy, differentiators of the team’s investment style and why investors should consider an actively managed approach to investing in emerging market corporate bonds.
Transportation revolution: investing in the evolution of the automotive industry
Richard Clode, Graeme Clark and Alison Porter, portfolio managers in the UK-based Global Technology Team, discuss why transportation revolution is an exciting new investment theme within the team’s portfolios. The team explains how they are investing within this powerful secular growth theme, which is being driven by the convergence of artificial intelligence and the availability of vast amounts of data.
Can European margin recovery drive equities higher?
As we approach the end of 2017, after a strong year for European equities, it seems an appropriate time to take a step back to think logically about what could drive European equities higher still, or whether, in fact, we are approaching the end of the road for the current bull market.
Japanese equities: snap election opportunity may strengthen Abenomics
Junichi Inoue, Janus Henderson Head of Japanese Equities, provides his team’s views on Prime Minister Shinzo Abe’s recent announcement of a snap election and its potential implications for Japanese investors.
Global warning: the case for low carbon investing, today
Hamish Chamberlayne, investment manager for Janus Henderson’s global sustainable equity strategy, explains why climate change remains the biggest investment issue of our lifetime.
Will technological progress be the downfall of globalisation?
Throughout the 20th century, the world economy became more global than ever before. Cross-border trade grew exponentially and the increasingly free movement of people led to the blurring of international boundaries, both geographical and cultural. While there is little doubt that trade-liberalisation and the reduction in global protectionism laid the foundations for the surge in