Adrian Banner, Intech’s Chief Executive Officer and Chief Investment Officer, believes that heightened volatility will shape markets in 2019 and discusses where opportunities may arise in this environment.
“It’s tough to make predictions, especially about the future.” While never quite definitively attributed (US baseball catcher Yogi Berra – known for his malapropisms – is one potential source), this wisdom has nevertheless stood the test of time.
Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, sifts through the highly complex range of Brexit scenarios following Theresa May's survival as party leader.
Hamish Chamberlayne, Head of Socially Responsible Investment, geht davon aus, dass Fragen der Nachhaltigkeit für Unternehmen, Anleger und aktive Vermögensverwalter weiter an Bedeutung gewinnen werden.
Die weltweit tätige Vermögensverwaltungsgesellschaft Janus Henderson Investors gibt heute die Auflegung des Janus Henderson Horizon Biotechnology Fund bekannt.
The baseline view here is that the current global economic downswing will extend into the first half of 2019, and probably beyond mid-year. Incoming news is consistent with this scenario, so Somon Ward, economist at Janus Henderson.
David Elms, Head of Diversified Alternatives, believes that 2019 could mark the end of the ‘Goldilocks’ period. He discusses what this might mean for investors and where new opportunities might form.
Alison Porter, Richard Clode and Graeme Clark, portfolio managers in the Janus Henderson Global Technology Team, explain what has driven the recent correction in the technology market and how this recent volatility affects the team’s positioning going forward.
Chinese equity markets will be anything but dull in 2019, says Charlie Awdry, China equities portfolio manager, with plenty of opportunities for the active investor.
Oliver Blackbourn, a Fund Manager on the UK-Based Multi-Asset Team, looks at drivers of the gold price and why the Federal Reserve Chair’s recent comments on the outlook for US monetary policy may be supportive for the yellow metal.