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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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.
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.
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.
E-commerce continues to disrupt retail real estate
As physical retail spaces like shopping malls lose relevance, they are often replaced by warehouses and distribution centres that support the growing e-commerce model. Janus Henderson’s Global Property Equities Team believes this trend is causing disruption – and creating opportunities – within the real estate sector.
Euroland money data solid, leading indicator stabilising
Euroland money measures rose solidly in October after a minor September slowdown, with the larger trend continuing to suggest stronger economic performance in 2020.
Euroland money data solid, leading indicator stabilising
Euroland money measures rose solidly in October after a minor September slowdown, with the larger trend continuing to suggest stronger economic performance in 2020.
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Why medium-term inflation risks are rising
Global nominal GDP has slowed significantly since late 2017 but recent stronger money trends suggest a reacceleration during 2020.
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.
Waarde vinden in obligaties tussen de negatieve rentes
Jim Cielinski, wereldwijd hoofd Fixed Income, deelt zijn perspectief op een aantal van de belangrijkste macro-economische factoren die de markten voor vastrentende effecten aansturen.
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Demographics reshape the real estate landscape
In this video update Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team explain that, as baby boomers retire and millennials enter the workforce, their changing housing needs and preferences are creating opportunities for companies to meet the demands of these growing population segments.
China still holding back global money growth
Money and credit trends suggest that Chinese economic momentum will remain weak through H1 2020.
De volgende fase in de technische disruptie
Jeremiah Buckley, medebeheerder van het Janus Henderson Balanced Fund, en Doug Rao, medebeheerder van het Janus Henderson US Forty Fund, bespreken hoe de volgende technologische disruptiefase er kan uitzien en welke gevolgen dat kan hebben op beleggingsvlak.