Search Result(s)

There are 8 item(s) tagged with the keyword "outlook".

Displaying: 1 - 8 of 8

New year, new narrative

Even though 2022 has begun with an abrupt change in the macro narrative, stoked by the Fed, we hold the line on our bullish outlook for risk assets.

Tags: LGIM, Outlook, Q1 Outlook
Emerging markets outlook: seven themes for 2021

Markets ended 2020 in a buoyant mood, with emerging market spreads tightening in the final quarter as the US election result and positive vaccine news provided a boost to investor sentiment. While nobody has been blind to the global recession, focus has shifted to expectations of an economic recovery.

Tags: M&G, emerging markets, outlook
Economic and Strategy Viewpoint - September 2018

We have trimmed our forecast for global growth for the second time this year, largely driven by cuts to Europe and Japan as well as escalating trade wars.

Tags: outlook, Europe
Global Snapshot July 2018

The Janus Henderson Global Snapshot explores the themes driving markets, the trends to watch, market returns and metrics, and the Multi-Asset Team’s outlook for regions and sectors at quarter end.

Tags: outlook, BRIC, currency, bonds, equities, commodities
Global Snapshot April 2018

The Janus Henderson Global Snapshot explores the themes driving markets, the trends to watch, market returns and metrics, and the Multi-Asset Team’s outlook for regions and sectors at quarter end.

Tags: outlook, BRIC, currency, bonds, equities, commodities
Global markets: Ripping up the playbook...

The end of unconventional monetary policy is affecting financial markets in complex and unpredictable ways. In this article Jacob de Tusch-Lec examines the implications – and how the fund is positioned to benefit.

Tags: income, global, equities, quantitative easing, interest rates, outlook, fundamentals
Review of markets over February 2018

After fifteen months of equity markets grinding steadily higher, volatility returned abruptly at the beginning of February.

Tags: global, US, China, Japan, outlook
Invesco Perpetual: 5 years of contrarian investing

Watch Stephen Anness and Andrew Hall, managers of the Invesco Perpetual Global Opportunities Fund, reflect on their first five years of stewardship. They discuss the contrarian investment philosophy set out in 2013 and how this has contributed to stock selection during their tenure so far.

Tags: contrarian, outlook

Displaying: 1 - 8 of 8