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.
Read the latest outlook from our experts on what trends and themes investors should watch through the remainder of 2018.
Glen Finegan, Head of Global Emerging Market Equities, believes that in a world driven by short-term news flow, to properly understand investment risk, it is important to step back and consider the powerful and timeless forces that drive human behavior, markets and asset prices.
Glen Finegan, Head of Global Emerging Market Equities, provides an update on the Janus Henderson Emerging Market Equities All-Cap Strategy, covering performance, investment activity, portfolio positioning and his outlook for the asset class.
Economist Simon Ward outlines the key global economic trends to watch in the weeks and months ahead.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.
Gordon Mackay explains that while cash still dominates global payments, a number of companies are well placed to benefit from the trend away from cash to paperless payments.
In this Q&A, Portfolio Manager Charlie Awdry provides his outlook on Chinese equities.
Guy Barnard discusses why amid an evolving market backdrop, the sector’s strong fundamentals and continued search for stable income may bolster returns for property equities.
Tom Ross, Portfolio Manager within Janus Henderson’s Global Credit Team, considers the impact of the Italian elections on fixed income markets.
Andrew Gillan provides his views on why investors are beginning to increase their allocation to Asian equities, and outlines the opportunities and challenges for the asset class.
Portfolio Manager Stephen Deane discusses his recent trip to China and the broader investment opportunities, risks and culture he observed.
European Portfolio Manager James Ross summarizes his current views on the political backdrop in Europe and the lead-up to the upcoming Italian election.