Global Sector Views: June 2019

02/07/2019

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​Carmel Wellso and the US-based Global Research team share their views on equity markets in the June 2019 edition of Global Sector Views.

Key takeaways:

  • In our opinion, geopolitics has created volatility for equity markets as the combination of escalating trade tensions, tech wars, elections and Brexit could slow global economic growth.
  • Against this backdrop, we believe it is all the more important to take an active investment approach and focus on companies with secular growth drivers.
  • However, we also think long-term growth opportunities exist throughout the market, even among traditionally cyclical sectors.


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These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.

Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

The information in this article does not qualify as an investment recommendation.

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