Janus Henderson’s Global Corporate Credit team explain how ESG is integrated into their approach to credit investing.
Our ‘integrated ESG’ approach to credit investing
Chinese firms less downbeat on credit conditions
A fall in Chinese money growth during H2 2019, especially in real terms, suggests that the economy will remain weak through H1 2020.
Market GPS: The Outlook for Health Care Stocks in 2020
After a volatile 2019, what can health care investors expect in the new year?
Diversified Alternatives 2020 outlook: Out of the Goldilocks zone?
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.
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Early 2020 money data key for global outlook
Six-month growth of global (i.e. G7 plus E7) real narrow money is estimated to have been unchanged at 2.4% (not annualised) in December, based on monetary data covering 70% of the aggregate and near-complete CPI inflation data.
US equities: Staying focused on long-term growth themes in 2020
US equities portfolio managers Doug Rao and Nick Schommer discuss why they believe it is important to balance near-term optimism for equities in 2020 with a focus on long-term themes.
2020 outlook: global natural resources
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.
Global Outlook 2020: A Tale of Two Halves
Andrew Mulliner, Portfolio Manager within Global Bonds, believes 2020 will prove to be a year of two halves, with a rosier outlook likely later in the year.
China: resilient despite challenges
In this video, China equities portfolio manager May Ling Wee shares the reasons why despite a slowing economy, geopolitical adversity and ratcheting down of global growth expectations, there is evidence that China can weather the turmoil. May Ling also discusses sectors that are offering attractive investment opportunities.