Market GPS Investment Outlooks 2019

Market GPS
Investment Outlooks 2019

With numerous uncertainties in the global economy, many market participants will be looking for meaningful signals about what’s to come in 2019. Here, Janus Henderson’s portfolio managers explain the themes they believe could dominate markets in the months ahead.

Which themes have the potential to redirect markets in 2019? Download our Infographic to find out

Download Now

Equities

Specialist Equities

Technology: disruption at a deeper level in 2019?

by Alison Porter, Graeme Clark, Richard Clode, CFA

SRI Outlook: innovation and opportunity go hand in hand

by Hamish Chamberlayne, CFA

Fixed Income

Strategic Fixed Income: end of the cycle… are we there yet?

by Jenna Barnard, CFA, John Pattullo

Multi-Asset

Fundamentals are healthy but keeping the faith may be tested in 2019

by Paul O'Connor

Is Brexit uncertainty laying the foundations for future outperformance from UK equities?

by Stephen Payne, ASIP

Alternatives

Income key to UK commercial property returns

by Ainslie McLennan

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.

This website is for financial promotion purposes and is not investment advice.

Change your site

Change your country

Market GPS
Investment Outlooks 2019

With numerous uncertainties in the global economy, many market participants will be looking for meaningful signals about what’s to come in 2019. Here, Janus Henderson’s portfolio managers explain the themes they believe could dominate markets in the months ahead.

Is Europe playing tortoise to the hare?

Chinese equities: could 2019 see a much needed shake-out?

Global equities: Focus on predictable long-term trends

US equities: staying focused on secular growth