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Janus Henderson - Mid-Year Market GPS

As a follow up to the annual Market GPS outlook, Janus Henderson revisit the themes with the potential to reshape the investment landscape. How have the themes played out so far this year, where do they go from here and what else should be on investors’ radar?

An update on Janus Henderson’s 2019 outlook


What's inside?


  • DISRUPTIVE FORCES - keep up with the pace of the change
  • DIVERGENCE - delayed for now but still on the table
  • GEOPOLITICAL TENSIONS - filter the noise when navigating the geopolitical environment
  • TAPPING THE INCOME STREAM - the importance of an active approach within fixed income
  • FAST-APPROACHING THEMES - potential considerations for investors

  • Important Information:
    The opinions and views expressed are as of the date published and are subject to change without notice. They are for information purposes only and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation to buy, sell or hold any security, investment strategy or market sector. No forecasts can be guaranteed. Opinions and examples are meant as an illustration of broader themes and are not an indication of trading intent. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. Janus Henderson Group plc through its subsidiaries may manage investment products with a financial interest in securities mentioned herein and any comments should not be construed as a reflection on the past or future profitability. There is no guarantee that the information supplied is accurate, complete, or timely, nor are there any warranties with regards to the results obtained from its use. Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value.

July 2019

Please note that these are the views of Janus Henderson and should not be interpreted as the views of RL360.

Author

Janus Henderson

July 2019


Please note that these are the views of Janus Henderson and should not be interpreted as the views of RL360.

360 fund links

A range of Janus Henderson funds can be accessed through our guided architecture products Regular Savings Plan, Regular Savings Plan Malaysia, Oracle, LifePlan, LifePlan Lebanon, Quantum, Quantum Malaysia, Paragon, Protected Lifestyle and Protected Lifestyle Lebanon and also through our PIMS portfolio bond.