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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Nick Schommer, CFA, Portfolio Manager, discusses what the pandemic has taught us about the importance of a company’s business model.
Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective.
Hamish Chamberlayne, Head of Global Sustainable Equity discusses sustainable investing.
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
The portfolio management team of the Janus Henderson Value Plus Income Fund discuss how the unique portfolio construction of the Fund is designed to provide capital appreciation and current income while minimizing downside risk.
As the world assesses what will change after the COVID-19 pandemic, Jim Cielinski, Global Head of Fixed Income, introduces the questions Janus Henderson expects to be key in setting investment strategy going forward.
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
As Head of Sustainable & Responsible Investing (SRI), Hamish Chamberlayne champions sustainability every day. It takes authenticity and a desire to take part in resolving real world issues to make any meaningful dent in environmental and social challenges.
Ama Seery, ESG Analyst on the Global Sustainable Equity Team, examines the explosive demand for cobalt – used to power the batteries of mobile devices – and the many risks associated with its supply.
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
Portfolio Managers John Pattullo and Jenna Barnard, CFA explain how they find investment opportunities.