Regionaler Schwerpunkt: Global

China update: mixed monetary / leading indicator signals

von Simon Ward

vor 10 monaten

​The OECD this week released June data for its composite leading indicators. As expected, the G7 measure fell further, with the US component as well as the Japanese / European indicators now signalling below-trend economic growth.

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Canary in the coal mine

von Hartej Singh

vor 10 monaten

Hartej Singh, Portfolio Manager, looks at what increases in supply and index weighting for a sector has indicated historically and why this means they are proceeding with caution among technology, real estate and healthcare bonds.

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Risiken rechtzeitig erkennen

von Hartej Singh

vor 10 monaten

Portfoliomanager Hartej Singh erläutert, was ein Anstieg der Emissionstätigkeit und Indexgewichtung in der Vergangenheit signalisierte und weshalb er daher bei Anleihen aus dem Technologie-, Immobilien- und Gesundheitssektor vorsichtig ist

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Investing amid the noise of trade wars

von Ben Lofthouse

vor 10 monaten
Ben Lofthouse, Head of Global Equity Income at Janus Henderson, explains that diversifying among sectors, regions and currencies is crucial in order to weather the storm of trade wars.
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Global Sustainable Equity: news and opportunities (Q3 2018 update)

von Hamish Chamberlayne

vor 11 monaten

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

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Positive impact stocks - Global Sustainable Equity

von Hamish Chamberlayne

vor 11 monaten

Hamish Chamberlayne, manager of the Janus Henderson Global Sustainable Equity Fund, explains his team's approach to stock selection. This document introduces stocks favoured by the team, with an explanation of the positive environmental and/or social impact that has been identified for each company.

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ESG KPIs report - Janus Henderson Global Sustainable Equity Fund

von Hamish Chamberlayne

vor 11 monaten

Environmental, social, and governance (ESG) factors can have a material impact on financial returns. This report highlights some of the most material and quantifiable ESG and human rights key performance indicators (KPIs) for the Janus Henderson Global Sustainable Equity Fund.

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Is the stockbuilding cycle peaking?

von Simon Ward

vor 11 monaten

​The US ISM manufacturing new orders index – an important gauge of US / global industrial momentum – fell back between December 2017 and April 2018 but rebounded in May / June.

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Delivery and healthcare: Amazon continues to invest in long-term opportunities

von Alison Porter

vor 11 monaten

​Alison Porter, Portfolio Manager on the Global Technology Team, discusses Amazon’s latest foray into the delivery and healthcare sectors and its implications for investors.

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Kreditmärkte am Scheideweg?

von James Cielinski

vor 11 monaten
Jim Cielinski, Global Head of Fixed Income bei Janus Henderson Investors, beleuchtet drei Schlüsselfaktoren, die Aufschluss über die Richtung an den Kreditmärkten geben könnten.
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Global Life Sciences: long-term tailwinds in focus

von Ethan Lovell

vor 11 monaten
​In this outlook video, Ethan Lovell, Co-Portfolio Manager for the Janus Henderson Global Life Sciences Strategy, explains that scrutiny over drug costs has led to recent volatility in healthcare stocks. The longer-term picture, however, is very encouraging with the sector making dramatic leaps in advanced medicines such as immunotherapy, which provides potentially significant market opportunities.​
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Global Tech: the importance of navigating the hype cycle

von Graeme Clark

vor 11 monaten
Graeme Clark, portfolio manager in Janus Henderson’s Global Technology Team, discusses the significance of understanding and analysing where a company sits on the hype cycle when investing in tech for the long term, and how this forms an integral part of the team’s investment process.
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Beyond politics: global opportunities in equity income

von Ben Lofthouse

vor 11 monaten
With political wrangling influencing expectations, Ben Lofthouse, Head of Global Equity Income, discusses its effect on various sectors and investing styles in a short video update. Ben interprets the impacts to dividend-paying stocks and where his team continues to see opportunities.
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Global real estate: how can investors benefit from an evolving asset class?

von Guy Barnard, Tim Gibson

vor 11 monaten

​Guy Barnard and Tim Gibson, Co-Heads of the Global Property Equities Team, provide a mid-year review of the market and outlook for the rest of the year, as well as share the sectors that garner their favour. 

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EM Equities: on the road in India

von Stephen Deane

vor 12 monaten
In this video update, Stephen Deane, Portfolio Manager on the Global Emerging Market Equities Team, discusses a recent research trip to India, including the ongoing requirement for investment in infrastructure, the effects of demonetisation and where the team are finding investment opportunities.
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Do market conditions suggest a recession is coming?

von Carmel Wellso

vor 12 monaten

​In this recent interview with MarketWatch, Janus Henderson Director of Research Carmel Wellso talks about why it may be premature to expect a recession this year or next.

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Dynamics driving dividend-paying sectors

von Alex Crooke

vor 12 monaten
In this video update, Alex Crooke, Co-Head of Equities and portfolio manager on the Global Equity Income Team, reflects on the likely impact of US tax reforms, potential trade wars and his expectations for the remainder of 2018.
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Global dividends make a strong start to 2018

von Ben Lofthouse

1 vor x Jahr

​​Ben Lofthouse, Head of Global Equity Income, discusses highlights and trends from the latest Janus Henderson Global Dividend Index, a long-term study into global dividend trends.

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Multi-Asset: expect surprises, expect volatility

von Paul O'Connor

1 vor x Jahr

Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, outlines his view on the events of 2018 thus far and gives his outlook for different asset classes.

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Global technology: look beyond short-term volatility for long-term returns

​Global Technology portfolio managers Alison Porter, Graeme Clark and Richard Clode, discuss the reasons for their positive view on tech stocks and share their outlook for the second half of 2018.

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