Guy Barnard and Tim Gibson, Co-Heads of Janus Henderson’s Global Property Equities Team,
review the sector’s performance over the year and discuss the key opportunities and risks for investors in 2020.
Nick Maroutsos and Adam Hetts discuss the role of global fixed income strategies in the face of recent market shifts.
Portfolio Manager Seth Meyer discusses the importance of identifying stable sources of income in the year ahead.
In our view, the Federal Reserve’s accommodative stance should persist throughout 2020, helping sustain the expansion of the U.S. economy.
Equity valuations look reasonable heading into next year, but with the business cycle aging, we believe a focus on free-cash-flow growth is key for dividends.
A healthy consumer and low bond yields – two trends that dominated 2019 – look set to continue in 2020, creating a favorable backdrop for equities.
Focusing on companies with strong corporate earnings – and avoiding those with weak balance sheets – will be key to weathering volatility in 2020.
In this snippet from the latest episode of Trust TV, Job Curtis discusses active vs passive investment strategies and the future of the UK equity market.
Ollie Beckett, fund manager for TR European Growth Trust, explains why he believes European smaller companies are performing well; Ollie believes this is due to renewed investor confidence as economic data points towards a stabilisation and a positive start to 2020. Ollie also discusses the latest portfolio activity and which stocks have performed exceptionally well.
Fund Manager December commentary – The City of London Investment Trust