Chris Garcia
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Short-term leading indicators suggest a modest revival in global economic momentum into early 2020 but – like monetary trends – have yet to signal a full recovery.
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.
Supply and demand in real estate is changing as millennials join the workforce and boomers retire, trends that warrant consideration by investors.
Biotechnology stocks have been suffering a decline for some months. But while the sector faces some challenges, attractive valuations and a rapid pace of medical innovation could become difficult for investors to ignore, says Portfolio Manager Andy Acker.
Portfolio Managers Doug Rao and Jeremiah Buckley discuss what the next phase of technology disruption may look like and the investment implications going forward.
Portfolio Manager Hamish Chamberlayne discusses recent developments affecting the world of sustainable and responsible investment (SRI).
Janus Henderson’s US-based Multi-Asset Solutions Team present their latest Tail Risk Report, using options market prices to infer expected tail gains and losses for each asset class.
Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, provides an update covering the impact of the trade wars on the region, changes to the strategy year-to-date, his views on Southeast Asia and outlines the investment case for Asia.
Uncertainty can cause investors to question their investment strategy. But with the right perspective, it’s possible to look past today’s uncertainty and stay focused on long-term objectives.