Portfolio Managers Charlie Awdry and May Ling Wee share their thoughts on the challenges and opportunities investors may face in China next year.
Market GPS: What’s in Store for China in 2020?
UK election reaction: continuity and change
Paul O’Connor, Head of the UK Multi-Asset Team, gives his reaction to the UK election result and what it means for the Brexit process.
UK election: A winter of contentment?
UK equities long/short manager Luke Newman gives his views on what an unexpectedly large Conservative majority in the UK election has meant for markets, giving some insight into early post-vote trading activity.
2020 outlook: Australian Fixed Interest
Jay Sivapalan, Co-Head of Australian Fixed Interest at Janus Henderson Investors, discusses the themes that shaped 2019 and the key trends to watch for in 2020.
Managing income expectations in a low yield environment
With negative yielding bonds peaking at more than US$17 trillion, Shan Kwee, Portfolio Manager – Credit at Janus Henderson Investors, discusses why fixed interest investors need to carefully weigh up the risks of preserving their levels of income.
Dividend-paying stocks: More room to run in 2020?
Ben Lofthouse, Head of Global Equity Income for Janus Henderson Investors, says stock valuations look reasonable heading into 2020, but that dividend investors should stay focused on companies with the potential to deliver strong free cash flow growth as the business cycle ages.
Will BHP’s ‘Social Value’ translate to value for shareholders?
Tim Gerrard, Portfolio Manager in Janus Henderson Investors’ Global Natural Resources Team, outlines BHP’s shift to ‘Social Value’ and the possible implications for the company amid growing demand for ESG leadership.
Portfolio rebalancing – pick a different day
The majority of asset allocation models are rebalanced on the last day of the calendar month, but is this the best approach to maximize returns? Portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, tested the validity of this traditional market orthodoxy, with some surprising results.
Fund Manager November commentary – The City of London Investment Trust
Fund Manager November commentary – The City of London Investment Trust
20/20 vision: the outlook for global property equities
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.