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
Perkins CIO Outlook: Staying Mindful of the Consequences of Leverage
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
The Perceived Lunacy of Negative Yields
John Pattullo, Co-Head of Strategic Fixed Income, explores the phenomenon of negative -yielding bonds; how they came about, why anyone might buy them and whether they are here to stay.
Macro signals — early signs often come from the ground
John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.
Finding Stability in a World Uncertain
Ben Lofthouse, CFA, Head of Global Equity Income and Portfolio Manager at Janus Henderson, talks about global equity investing in a time of political and economic uncertainty.