As we start a new decade, consider making a resolution that is focused not on self-improvement, but on self-awareness.
Global prospects 2020: a game of two halves
Andrew Mulliner, Portfolio Manager within Global bonds, believes that 2020 will prove to be a year of two halves with a rosier outlook likely later in the year. He cautions, however, that attractive opportunities might be harder to come by given downside risks such as a re-escalation of trade wars and uncertainty from the US elections.
Global natural resources: 2020 outlook
Daniel Sullivan, Head of Global Natural Resources at Janus Henderson Investors, discusses the three key themes he sees as likely to shape the outlook for resources in 2020.
Search for stable income continues in 2020
Portfolio Manager Seth Meyer discusses the importance of identifying stable sources of income in the year ahead.
Market GPS: A Soft Landing Should Support Fixed Income in 2020
In our view, the Federal Reserve’s accommodative stance should persist throughout 2020, helping sustain the expansion of the U.S. economy.
Search for stable income continues in 2020
Portfolio Manager Seth Meyer discusses the importance of identifying stable sources of income in the year ahead.
Market GPS: Will Economic Growth Reaccelerate in 2020?
Signs of a slight uptick in global economic growth next year are emerging. Should the growth materialize, we think stocks could benefit.
Market GPS: Trade and interest rates hold keys to economy in 2020
Portfolio Manager John Fujiwara explains why he believes conditions are ripe for a rotation toward previously out-of-favour value and cyclical stocks and why he expects the shape of the yield curve to hold significant clues about the state of the economy.
Market GPS: The Outlook for Health Care Stocks in 2020
After a volatile 2019, what can health care investors expect in the new year?
European equities: remaining valuation aware in 2020
In this video, European equities portfolio manager Ollie Beckett discusses the opportunities for European smaller companies in 2020 and explains the themes that he believes will be important in the months ahead.