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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A “monetarist” perspective on current equity markets
The baseline scenario in our previous quarterly commentary was that global economic momentum, having bottomed in Q3 2019, would remain weak in early 2020 before strengthening towards mid-year.
US inventory cycle yet to bottom
The modest revival in the global manufacturing PMI in late 2019, on the view here, partly reflects a bottoming out of the global stockbuilding (inventory) cycle.
Chinese credit conditions still tight
A recent pick-up in Chinese PMIs has boosted recovery hopes but the view here, based on monetary trends, is that such optimism is premature.
Ruimte om te groeien? De vooruitzichten voor Amerikaanse aandelen op het einde van de cyclus
Amerikaanse multi-activabeheerders Marc Pinto en Jeremiah Buckley bespreken de opportuniteiten op de aandelenmarkt aan het einde van de huidige economische cyclus.
Beleid van de Fed zal lang op 2020 wegen
Co-Head of Global Bonds Nick Maroutsos licht toe welke kansen en risico’s hij voor vastrentende beleggers ziet in 2020, nu het allesbehalve zeker is welke kant het beleid van de Amerikaanse centrale bank op korte termijn zal opgaan.
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.
Wat Knowledge.Shared voor jou betekent
Bij Janus Henderson geloven we in het delen van deskundige inzichten voor betere zakelijke en beleggingsbeslissingen.
Ons credo is dan ook Knowledge. Shared.
Is market optimism premature?
The long-standing view here has been that global economic momentum would bottom around Q3 2019 but remain weak into H1 2020.
Amerikaanse aandelen t.o.v. obligaties: de twee belangrijkste trends van 2020
Disruptie en consumentenuitgaven: zijn dit de twee belangrijkste trends die we in 2020 in de gaten moeten houden?
Visie 20/20: vooruitzichten voor de wereldwijde vastgoedaandelen
Guy Barnard en Tim Gibson, die samen aan het hoofd van het Global Property Equities Team van Janus Henderson staan, evalueren de resultaten van de sector in het voorbije jaar en bespreken de belangrijkste kansen en risico’s voor beleggers in 2020.
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Quick view: UK election signals inflows and takeovers
In this video, Laura Foll, UK equities portfolio manager, outlines the initial reaction of markets to the clear Conservative majority in the UK election. She also looks at the two key longer-term implications for investors in the UK equity market.
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.
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.