Growth slowing but precipitous drop unlikely

von Carmel Wellso

vor 3 wochen
A new video, 'Growth slowing but precipitous drop unlikely', is now available on the blog.

Although the current economic expansion is ageing (bringing us nearer to a recession) leading indicators do not indicate a sharp contraction. What does that mean for equity investors? Director of Research Carmel Wellso explains.

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Limbo – wie tief können sie gehen?

von Guy Barnard, Tim Gibson

vor 1 monat

Guy Barnard und Tim Gibson leiten gemeinsam das Janus Henderson Global Property Equities Team. Hier erläutern sie, was Negativrenditen bei Anleihen für Immobilienaktien bedeuten und wie wichtig ein aktives Management bei diesen Rahmenbedingungen ist.

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Process in action: this time is different?!

von Nick Watson

vor 2 monaten

Nick Watson, a Fund Manager on the UK-based Multi-Asset Team, observes the hidden risks and relationships lurking in quality investment styles and the potential benefits of adding some complementary (but unloved) value styles to a UK portfolio.

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Verzicht auf die Performancegebühr für bestimmte Fonds

von 

vor 2 monaten

 

 
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Quick view: ​Mid-cycle adjustment - one in a row

von Paul O'Connor

vor 2 monaten

​Paul O'Connor, Head of the UK based Multi-Asset Team, examines the market's response to the Fed's first rate cut in over 10 years.

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Dividend growth exceeding expectations

von Ben Lofthouse

vor 2 monaten
In this video update Ben Lofthouse, Head of Global Equity Income, examines recent market performance, discusses where he sees opportunities and risks for investors, assesses the impact of Brexit and US-China trade discussions, and provides his outlook for the rest of 2019.
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Global Sustainable Equity: Neuigkeiten und Chancen (Update 3. Quartal 2019)

von Hamish Chamberlayne

vor 2 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.

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Rückblick zur Jahresmitte für globale REITs

von Guy Barnard, Tim Gibson

vor 2 monaten

​Guy Barnard und Tim Gibson, die gemeinsam das Global Property Equities Team leiten, erläutern die Wertentwicklung globaler REITs zur Jahresmitte und geben ihren Ausblick für die zweite Jahreshälfte.


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Convergence returns to the fore

von James Cielinski

vor 2 monaten

​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.

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

von James Cielinski

vor 2 monaten

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

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Asiatische Kreditmärkte: Wo die Renditen tatsächlich zum Risiko passen könnten

von Nick Maroutsos

vor 2 monaten

Kurzzusammenfassung: Nick Maroutsos, Co-Head of Global Bonds, erläutert, warum Unternehmensanleihen aus Asien (ohne Japan) für global orientierte Rentenanleger attraktiv sein könnten.

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Downturn implications and a reconvergence of rates

von Jenna Barnard

vor 2 monaten

​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.

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High yield bond: pushing boundaries

von Seth Meyer, Tom Ross

vor 2 monaten

​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.

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

von Paul O'Connor

vor 2 monaten

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. 

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Keeping perspective: growth and value stocks

von George Maris

vor 3 monaten

​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. 

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​Global equities: a disciplined approach to market uncertainty

von Steve Weeple

vor 3 monaten

​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.

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Libra - Hype vs. Realität

von Alison Porter

vor 3 monaten

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.

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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.

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A change of flow in global water

von George Crowdy

vor 3 monaten
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.
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Greed is Good?

von Nick Watson

vor 4 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.
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