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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.
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.
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.
I gestori multi-asset statunitensi Marc Pinto e Jeremiah Buckley illustrano le opportunità azionarie nelle fasi finali dell’attuale ciclo economico.
Paul O’Connor, Head of the UK Multi-Asset Team, considers whether or not markets can continue to defy gravity in 2020, as we move into a post-stimulus era.
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.
Noi di Janus Henderson crediamo fermamente nella condivisione delle opinioni degli esperti per migliorare le decisioni aziendali e di investimento.
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The long-standing view here has been that global economic momentum would bottom around Q3 2019 but remain weak into H1 2020.
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 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.
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Incoming news appears consistent with the assessment here that global industrial momentum bottomed in Q3 but will remain weak through Q1, at least.
The Corporate Credit Team at Janus Henderson Investors explain why integrating environmental, social and governance (ESG) factors into their decision making is integral to their investment approach.
Con rendimenti degli investimenti a breve scadenza molto bassi o negativi in Europa, i gestori del comparto Janus Henderson Absolute Return Income Fund (EUR) spiegano come spostando la soglia di rischio verso una strategia obbligazionaria a bassa volatilità e gestita attivamente potrebbe essere una soluzione per gli investitori che cercano di fare fruttare la lliquidita’ nel medio termine.
