Market GPS 2019 Logo White | Janus Henderson Investors

Outlook 2019

Janus Henderson’s investment teams weigh in on the themes that could dominate markets in the months ahead and the potential impact to investors.

EQUITY
Quick View: China/U.S. Trade War Truce | Janus Henderson Blog
Quick View: China/U.S. Trade War Truce

After talks at the G20 summit in Argentina last weekend brought a temporary truce in the China/U.S. trade wars, Charlie Awdry, China equities portfolio manager, provides an update.

FUTURE TRENDS
Invest in the Power of Disruption | Janus Henderson Blog
Invest in the Power of Disruption

Disruption is rippling through the global economy, and the pace of change is accelerating. Change and innovation are always present, but read more to learn why today is different.

Global Perspectives
Emerging Markets Equity: What Do They Know?
Emerging Markets Equity: What Do They Know?

Leading endowments’ emerging markets equity allocations are significantly overweight compared to other investor types. Suny Park, Chief Institutional Client Strategist, compares allocations and regional valuations, and encourages return-seeking investors to revisit their emerging markets equity allocations.