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.
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Artificial Intelligence Borrowing from the Software as a Service Playbook
Portfolio Manager Denny Fish explains why the industry- and function-specific nature of AI applications is conducive for multiple specialized AI developers to thrive.
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.
A Sharper Focus for 2020: Doing Well by Doing Good
In the face of worsening natural resource constraints, we believe investors could benefit by looking for companies focused on the circular economy.
Investors Possibly Ill-Positioned for Continued Market Rotation
Investors may not be sufficiently considering the prospects of a steadying U.S. economy and a potential rise in inflation.
Three Reasons Investors Should Consider Global REITs
In a slow-growing, low-yielding environment, global REITs can provide a valuable source of income, diversification and liquidity.
Tell Tail Signs: Don’t Bet on Recession or Disinflation
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using options market prices to infer expected tail gains and tail losses.
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
BB-Rated Bond Yields Closing in on BBBs
Portfolio Manager John Lloyd offers perspective on the current relationship between BBB- and BB-rated bond spreads.
Health Care Reform that Could Lower Costs
Amid a raft of costly proposals to overhaul U.S. health care, companies are hustling to find efficiencies and improve patient outcomes.
The Next Phase of Tech Disruption
Portfolio Managers Doug Rao and Jeremiah Buckley discuss what the next phase of technology disruption may look like and the investment implications going forward.
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Opportunities in Global Sustainable Equity
Portfolio Manager Hamish Chamberlayne discusses recent developments affecting the world of sustainable and responsible investment (SRI).
Abandon Your Doubts Not Your Goals
Uncertainty can cause investors to question their investment strategy. But with the right perspective, it’s possible to look past today’s uncertainty and stay focused on long-term objectives.
Can Biotech Bounce Back?
Portfolio Manager Andy Acker discusses biotechnology’s sell-off this year and why he thinks investors should not give up on the sector.