Daniel Sullivan, Head of the Global Natural Resources Team, discusses the three key themes he sees as likely to shape the outlook for natural resource equities in 2020.
2020 outlook: global natural resources
European stocks deliver against negative narrative
UK-based investors would have enjoyed a good decade had they ignored the negative commentary around European stock markets and bought some exposure to the continent, says John Bennett, Fund Manager of Henderson European Focus Trust.
Meeting the challenge: fixed income investing in 2020
With Europe characterised by negative rates and subdued bond yields, Nick Maroutsos, Co-Head of Global Bonds, explains how the team seek to meet the objectives of an absolute return fixed income portfolio.
Invest in the Power of Disruption
Disruption is rippling through the global economy, and the pace of change is accelerating. Change and innovation are always present, but read more to learn why today is different.
Lara Castleton, CFA
Lara Castleton is US Head of Portfolio Construction and Strategy (PCS) at Janus Henderson Investors, a position she has held since 2023.
Brexit day: shift gets real
As the UK’s membership of the EU officially ends, Paul O’Connor, Head of the UK Multi-Asset Team, takes a pragmatic look at the next steps in the Brexit process, and considers what that might mean for investors.
Farewell Governor Carney; making room for Governor Bailey
The Bank of England kept its Bank Rate steady at 0.75% at their meeting on Thursday 30 January. Bethany Payne, Portfolio Manager within Global Bonds, believes that today’s decision has bought time for the new governor, Andrew Bailey, giving him room to act proactively should the need arise.
Election Insights: Stocks Tracking Primary Outcomes
Portfolio Manager Marc Pinto weighs in on how equity markets are reacting to the latest developments in the U.S. presidential election.
A Technological Revolution
Cloud computing, mobility, the Internet of Things and artificial intelligence are some of the powerful and investable trends reshaping the global economy.
Fed watch: remaining accommodative
Co-Head of Global Bonds Nick Maroutsos discusses why he believes the Fed’s decision to leave rates unchanged at its January meeting should support the positive environment for stock and bond markets in 2020 and why – should markets slip – the Fed will rush to catch their fall.