Regionaler Schwerpunkt: Global

Global Sustainable Equity: news and opportunities (Q3 2019 update)

von Hamish Chamberlayne

vor 1 Tag

​Hamish Chamberlayne, Portfolio Manager for the Janus Henderson Global Sustainable Equity Fund, discusses recent developments affecting the world of Sustainable & Responsible Investment (SRI), and the fund’s positioning, performance, and activity.

mehr
Convergence returns to the fore

von James Cielinski

vor 1 woche

​Jim Cielinski, Global Head of Fixed Income, provides his perspective on the recent slowdown in global growth and discusses the next steps for central banks.

mehr
Globalisation: Sorry, Donald, it’s here to stay

von James Cielinski

vor 1 woche

Jim Cielinski, Global Head of Fixed Income, explains why globalisation is here to stay despite heightened populism.

mehr
Asian Credit: where returns may actually match risk

von Nick Maroutsos

vor 1 woche

​Nick Maroutsos, Co-Head of Global Bonds, sets out some of the reasons why Asia ex-Japan debt offers a potentially attractive destination for globally-minded bond investors.

mehr
High yield bond: pushing boundaries

von Tom Ross

vor 1 woche

​The dovish tilt to global monetary policy should be supportive of asset prices in the near term but portfolio managers Tom Ross and Seth Meyer observe that an extension of the credit cycle does not mean abandoning selectivity within high yield bonds.

mehr
Downturn implications and a reconvergence of rates

von Jenna Barnard

vor 1 woche

​Jenna Barnard, Co-Head of Strategic Fixed Income, explores the options for meaningful policy easing by developed market central banks in the face of the current downturn in global activity.

mehr
Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)

von Paul O'Connor

vor 1 woche

Paul O'Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the outlook for multi-asset investors in Q3 in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors. 

mehr
Keeping perspective: growth and value stocks

von George Maris

vor 3 wochen

​Witnessing the extended run of outperformance by growth stocks over the past decade, investors may be led to believe the present will repeat itself in the future. George Maris, Co-Head of Equities – Americas, urges investors to focus on fundamentals and consider opportunities that exist in both growth and value stocks. 

mehr
​Global equities: a disciplined approach to market uncertainty

von Steve Weeple

vor 3 wochen

​In this Q&A, Portfolio Manager Steve Weeple discusses why the Janus Henderson Global Equities Team avoids trying to predict economic and political cycles or market sentiment. Instead they take a disciplined, long-term approach, seeking to invest in a portfolio of high-quality, growing companies that have the resilience to weather unforeseen events.

mehr
Libra - Hype vs. Realität

von Alison Porter

vor 3 wochen

Alison Porter, Portfoliomanagerin des im Vereinigten Königreichs ansässigen Global Technology Teams, diskutiert Facebooks' Vordringen in den digitalen Zahlungsverkehr über die Kryptowährung Libra und was das für andere Digitalwährungen sowie für Anleger bedeutet.

mehr
Giving undue credit?

​Oliver Blackbourn & Jamie Sandells of the Janus Henderson UK-based Multi-Asset Team on the reported decrease in corporate credit quality and the impact on US IG corporate bond credit spreads.

mehr
A change of flow in global water

von George Crowdy

vor 1 monat
George Crowdy, an Investment Manager within the Global Sustainable and Responsible Investment (SRI) Team headed by Hamish Chamberlayne, examines the challenges of providing a safe and reliable water supply but identifies how better and increased use of data and technology provides reason for optimism.
mehr
Greed is Good?

von Nick Watson

vor 2 monaten
​Nick Watson, fund manager on the UK-based Janus Henderson Multi-Asset Team, argues that understanding a company's environmental, social and governance risks can be vital in enhancing clients' long term returns.
mehr
Klimaschonend investieren - eine Win-Win-Situation?

von Hamish Chamberlayne

vor 2 monaten
Niedrige CO2-Emissionen sind ein wichtiges Merkmal unseres Investmentansatzes: Die Janus Henderson Global Sustainable Equity Strategie investiert seit 28 Jahren klimaschonend. Der Übergang zu einer CO2-armen Wirtschaft ist alternativlos – aber bringt er neben dem Klima auch Anlegern Vorteile?​
mehr
Kann sich die Gesundheitsbranche von „Medicare für alle“ erholen?

von Andy Acker

vor 2 monaten

Ein Gesetzesvorschlag zur Ausweitung von Medicare und Abschaffung privater Krankenversicherungen in den USA hat US-Gesundheitsaktien zuletzt herbe Kursverluste beschert. Andy Acker, Portfoliomanager, und Rich Carney, Research Analyst im Global Life Sciences Team, erläutern, was dies für Anleger bedeutet.

mehr
Sperrgebiet – die unverkennbare Politisierung der Zentralbanken

von Nick Maroutsos

vor 2 monaten

Die Unabhängigkeit der Zentralbanken scheint in ernster Gefahr. Vor diesem Hintergrund erläutert Nick Maroutsos, Co-Head of Global Bonds bei Janus Henderson Investors, dass es keine klare Trennung zwischen Zentralbanken und Politik gibt.

mehr
EM equities: positioning and opportunities (Q2 2019 update)

​The Janus Henderson Global Emerging Market Equities Team provides an update on the Janus Henderson Global Emerging Market Equities All-Cap Strategy, covering market performance, investment activity, portfolio positioning and their outlook for the asset class.

mehr
Was it really the best quarter for 21 years?

von Valerie Azuelos

vor 3 monaten

​Global equities have enjoyed one of their best starts to a year in 2019. Valerie Azuelos, Managing Director at Intech, explains what Intech’s proprietary risk metrics say about stocks now.

mehr
Positive outlook for dividends

von Ben Lofthouse

vor 3 monaten
In this video update Ben Lofthouse, Head of Global Equity Income, discusses where he sees risks and opportunities for income investors, and explains that while global dividend growth could moderate in 2019 it is still expected to be positive.
mehr
Global Sustainable Equity: Jüngste Entwicklungen und Chancen (Update 1. Quartal 2019)

von Hamish Chamberlayne

vor 3 monaten
Hamish Chamberlayne, Portfoliomanager der Global Sustainable Equity Strategie von Janus Henderson, diskutiert in diesem Beitrag aktuelle Trends bei nachhaltigen und verantwortlichen Kapitalanlagen (SRI) und erläutert Positionierung, Performance und Transaktionen innerhalb des Portfolios.

mehr

Verwandte Fonds

Wichtige Botschaft