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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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.
US Fed decision hits the wrong target
While Co-Head of Global Bonds Nick Maroutsos agrees with the US Federal Reserve (Fed) holding benchmark rates steady, he is concerned that the risk to short-term lending markets will remain elevated until the central bank addresses issues in the market’s post-crisis infrastructure.
Chinese money trends suggesting PMI relapse
Hopes of a rebound in Chinese industrial output growth have been boosted by a pick-up in the Markit manufacturing PMI to the top of its range in recent years.
UK election: A Tory win might be good for UK equities, but just for Christmas
What impact might a Tory victory have on UK assets? James de Bunsen, portfolio manager in Janus Henderson’s Multi-Asset team, gives some insight into his expectations for the upcoming UK general election and what might follow.
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.
UK economy still stagnant / recessionary
UK monthly GDP / gross value added (GVA) for October will be released on 10 December, two days before the election. GDP is currently estimated to have fallen by 0.16% in August and 0.07% in September, with the September level 0.10% below the Q3 average.
3 reasons investors should consider global REITS
In this video, Janus Henderson’s Global Property Equities Team discusses the benefits of an allocation to global real estate investment trusts (REITs), particularly in a slow-growing, low-yielding environment.
3 redenen waarom beleggers wereldwijde REIT’s moeten overwegen
In deze video bespreekt het Janus Henderson’s Global Property Equities Team de voordelen van beleggen in wereldwijde ‘Real Estate Investment Trusts’ (REIT’s), vooral in een periode van langzame groei en lage rendementen.
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Global recovery not yet assured
Incoming news appears consistent with the assessment here that global industrial momentum bottomed in Q3 but will remain weak through Q1, at least.
Houd uw cash aan het werk
Nu de rendementen op kortlopende beleggingen in Europa zeer laag of negatief zijn, leggen de beheerders van het Janus Henderson Absolute Return Income Fund (EUR) uit dat een verschuiving binnen het risicospectrum naar een actief beheerde vastrentende strategie met lage volatiliteit een mogelijke oplossing kan zijn voor beleggers die hun defensieve activa op de middellange termijn harder willen laten werken.
Purchasing power: technical support for euro investment grade
Tim Winstone, corporate credit portfolio manager, explains how technical factors are likely to buoy demand for euro investment grade bonds.