In this, the first edition of our Market GPS: Alternative Perspectives, some of our team members introduce their current thinking and the ideas that help shape our strategies.
Alternative Perspectives
China still holding back global money growth
Money and credit trends suggest that Chinese economic momentum will remain weak through H1 2020.
The next phase of tech disruption
Jeremiah Buckley, Co-Manager of the Janus Henderson Balanced Fund, and Doug Rao, Co-Manager of the Janus Henderson US Forty Fund, discuss what the next phase of technological disruption may look like, and some of the potential investment implications.
A sharper focus for 2020 on doing well by doing good
Janus Henderson Investors’ sustainability spotlight will shine more brightly on companies that make a positive impact via the circular economy. In the third of a series, the Global Sustainable Equity Team reveals how, where and why.
Alternative Perspectives
Members of Janus Henderson’s Alternatives Team highlight key considerations for investors.
Marching to a Million: The Millennial Journey to Retirement
Resources to help the millennial generation prepare for retirement.
Can alternatives offer relief from stock market twists?
Watch this clip from the latest episode of Trust TV, featuring Alex Barr, Fund Manager of Henderson Alternative Strategies Trust. Alex discusses the Trust’s investment objective and explains the purpose of the Trust’s alternative strategies mandate.
Strategic Fixed Income — reflationary impulse back on the menu (for now)
John Pattullo, Co-Head of Strategic Fixed Income, provides an insight into the Strategic Fixed Income Team’s current thinking on topics such as the current inflationary impulse running through the markets and the chances of a soft or hard landing in the US economy.
Which sector is The Bankers Investment Trust buying for growth?
Find out which sector The Bankers Investment Trust is buying for growth in this snippet from the latest episode of Trust TV.
Chinese equities: investing in innovation
Charlie Awdry, China portfolio manager, provides his views on how China’s rapid technology innovation is creating opportunities to invest in the country’s growing companies and industries.