Recent volatility in the technology sector may cause some investors to lose sight of the powerful forces that have propelled the sector’s earnings growth; yet technology equities portfolio manager Denny Fish argues that a long view is essential for maximising the opportunity presented by the transition to a digital global economy.
On 28 August 2020, Japanese Prime Minister Shinzo Abe announced his resignation due to health reasons. The move also signified an end to almost eight years of ‘Abenomics’, economic policies based on the ‘three arrows’ of monetary easing, fiscal stimulus and structural reforms.
In this video, Denny Fish, portfolio manager for the Global Technology & Innovation Strategy, shares his thoughts on how COVID has impacted technology and the key considerations as an investor in the sector.
US-based technology equities portfolio manager Denny Fish believes that even if some large tech companies are compelled by regulators to adjust their business practices and others are impacted by a deceleration of global trade, the sector’s secular drivers remain intact and tech is likely to continue to account for a greater share of corporate earnings.
With the US Federal Reserve (Fed) shifting policy to allow for greater flexibility on inflation, we believe that the central bank revealed its real concern: a ruinous debt-deflationary spiral.
Dividenden brechen im 2. Quartal weltweit um 20 Prozent ein – Auswirkungen von COVID-19 variieren stark nach Regionen und Sektoren.
Portfolio managers on the Absolute Return Income Strategy reflect on how the lyrics of a song from 20 years ago can have some interesting overlap with today’s crisis-hit economy and markets.
May Ling Wee, Mitglied des China-Aktienteams bei Janus Henderson Investors, wirft einen Rückblick auf das Geschehen am chinesischen Aktienmarkt in der ersten Jahreshälfte und gibt einen Ausblick für den Rest des Jahres.
May Ling Wee, China equities portfolio manager, discusses the main highlights for investors in China stocks over the first half of the year, the implications on portfolio performance and the outlook for the rest of the year.
Im Schatten von Covid & Handelskrieg: Ausblick für chinesische Unternehmen von Mike Kerley, Portfoliomanager im Asien-Pazifik-Aktien-Team von Janus Henderson Investors.
