Jamie Ross, European equities portfolio manager, argues that a disciplined, balanced approach is key to this asset class in 2021.
European equities: remain agile in 2021
2021 outlook: Australian Fixed Interest
In this Q&A interview, Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson Investors, discusses the themes that shaped 2020 and the trends to watch for in 2021.
Could the shift to value propel European equities in 2021?
John Bennett, Director of European Equities, shares his view on the outlook for European equities in 2021.
Fed watch: hardly a stoic Fed
The US Federal Reserve declined to expand accommodative policy measures, but Nick Maroutsos, Head of Global Bonds, believes the decision does not suggest the central bank is backing off from supporting the economic recovery.
Inflation: Is This the Real Thing? Is This Just Fantasy?
Why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.
What’s Next for U.S. Large-Cap Growth Equities?
Portfolio Manager Doug Rao explains the current dynamic in large-cap growth equities and evaluates the outlook moving forward.
Inflation: is this the real thing? Is this just fantasy?…
John Pattullo, Co-Head of Strategic Fixed Income, explains why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.
Building confidence
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, outlines the key themes and challenges shaping the UK commercial property market.
Will Europe’s smaller companies deliver big returns?
European equities have been largely unloved by investors for some time, Ollie Beckett, Fund Manager of TR European Growth Trust, explains why you shouldn’t be so quick to dismiss the region’s smaller companies sector.
European loans: as varied as Bertie Bott’s every flavour beans
Elissa Johnson and Tim Elliot, secured loans specialists within the Secured Credit Team, highlight how European loans can provide the opportunity to invest in an asset class offering a wide range of risk adjusted returns.