Global Head of Fixed Income Jim Cielinski believes there’s reason to be positive about the outlook for fixed income in 2020 despite a challenging backdrop.
Market GPS: Central bank policy key to staving off global recession in 2020
Market GPS: Can equities deliver more gains?
At face value, stocks do not look cheap heading into 2020. But low interest rates and a market rotation could help support the asset class.
Will economic growth re-accelerate in 2020?
Signs of a slight uptick in global economic growth next year are emerging. Should the growth materialise, we think stocks could benefit.
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.
Will tech earnings strengthen in 2020?
Alison Porter, Graeme Clark and Richard Clode from the UK-based Global Technology Team, review the sector’s performance year to date, and provide their views on what is in store for tech investors in the year ahead, including key risks and opportunities.
Will tech earnings strengthen in 2020?
Alison Porter, Graeme Clark and Richard Clode from the UK-based Global Technology Team, review the sector’s performance year to date, and provide their views on what is in store for tech investors in the year ahead, including key risks and opportunities.
UK election: A Tory win might be good for UK equities, but just for Christmas
What impact might a Tory victory have on UK assets? James de Bunsen, portfolio manager in Janus Henderson’s UK-based Multi-Asset team, gives some insight into his expectations for the upcoming UK general election and what might follow.
Sustainable equities in 2020 and beyond
Hamish Chamberlayne, Head of Global Sustainable Equity and Portfolio Manager, sees good reason to remain optimistic in 2020 and beyond amid an economy that is nearing the end of its cycle by focusing on companies whose business models benefit the development of a sustainable global economy.
Market GPS: Fed Policy to Cast Long Shadow over 2020
Nick Maroutsos highlights what fixed income investors can expect in 2020 as the Fed’s near-term policy path remains far from certain.
UK economy still stagnant / recessionary
UK monthly GDP / gross value added (GVA) for October will be released on 10 December, two days before the election. GDP is currently estimated to have fallen by 0.16% in August and 0.07% in September, with the September level 0.10% below the Q3 average.