Hamish Chamberlayne, Head of Global Sustainable Equities, provides his investment outlook for 2023 and outlines three key themes that mean there is much to look forward to.
The Signal and Noise series from Janus Henderson’s Portfolio Construction and Strategy Team seeks to identify historical patterns and precedents through which we can view current market challenges, escape analysis paralysis and drive toward an actionable set of portfolio solutions.
European equities manager Ollie Beckett and Rory Stokes present the case for European smaller companies and explain why the asset class offers bountiful opportunity for active stock pickers.
John Pattullo explains why he believes a recession seems unavoidable and that we are back to the boom-bust economics of the ‘80s.
Hamish Chamberlayne, Head of Global Sustainable Equities, answers key questions on the drivers shaping environmental, social and governance (ESG) and sustainable investing in 2022 and beyond.
Portfolio Manager James de Bunsen argues why holding investments that can show resilience in the face of multiple, meaningful headwinds, from market volatility to potential stagflation, should give investors confidence in 2023.
2022 has offered investors little respite, with macroeconomic, geopolitical, sustainability and pandemic-related concerns to contend with. Against a backdrop of persistent inflation, increasingly hawkish central banks and high political tensions from the Russia/Ukraine conflict, how should equity investors best navigate markets? Janus Henderson’s equity specialists explore the implications for investors and discuss where they believe the opportunities lie.
Jim Cielinski believes 2023 should bring relief on rates as central bankers recognise their servings of policy tightening are dampening inflation but the corporate outlook is set to be more challenged.
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.
Amid a volatile macroeconomic backdrop, investment vehicles incorporating environmental, social, and governance (ESG) considerations typically underperformed non-ESG peers in 2022. This has galvanised sceptics and led to questions around the validity of ESG. Paul LaCoursiere and Bhaskar Sastry outline three reasons why ESG will remain a crucial consideration for investors.
John Bennett, Director of European Equities, explains why 2023 might be the last chance to get into the asset class.
Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset Team, comments on the departure of Mario Draghi as ECB President on 31 October 2019, as the central bank itself potentially reaches the limits of what can be achieved using the levers of monetary policy.
Portfolio manager Thomas Hauguaard discusses how emerging markets’ sensitivity to energy prices (net importers or exporters) – could affect those economies if higher prices persist.
Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the market reaction to the last minute plot twist emerging from the Brexit negotiations.
AI is entering a new phase defined by reasoning-led models, agentic systems and accelerating infrastructure investment. The opportunity for investors lies in actively identifying productivity gains, monetisation potential and sustainable earnings growth, according to portfolio manager Richard Clode.
Euroland September flash PMI results were disappointing but monetary trends continue to give a hopeful signal for economic prospects.
Portfolio Managers John Kerschner, John Lloyd, and Assistant Portfolio Manager Dakota Koenigsberg discuss key considerations for investors as they navigate the impact of the rapid acceleration of AI-related capital spending on fixed income markets.
Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the continuing trade war between China and the US, possible trade conflicts among other countries and how this has shaped his global outlook.
