Für professionelle Anleger in Österreich

Globale Perspektiven

Janus Henderson Corporate Debt Index

Die zweite Ausgabe des Corporate Debt Index setzt unsere im letzten Jahr begonnene langfristige Studienreihe fort, die den Trends bei der Verschuldung von Unternehmen weltweit nachgeht.

Global Dividend Index

Der JHGDI basiert auf langjährigen Analysen weltweiter Dividendentrends.

Sovereign Debt Index

Der Sovereign Debt Index ist die erste Veröffentlichung einer Langzeitstudie über die Entwicklung der weltweiten Staatsverschuldung, die sich daraus ergebenden Anlagemöglichkeiten und die damit verbundenen Risiken. Der Index ermittelt den Umfang, zu dem sich die Staaten weltweit mit Anleihen finanzieren, wie erschwinglich und nachhaltig diese sind, und vergleicht sowie kontrastiert die Trends.

MARKTEINSCHÄTZUNGEN

Abonnieren Sie relevante Markteinschätzungen, die wir Ihnen direkt in Ihren Posteingang liefern.

Global warning: the case for low carbon investing, today

Global warning: the case for low carbon investing, today

Hamish Chamberlayne, investment manager for Janus Henderson’s global sustainable equity strategy, explains why climate change remains the biggest investment issue of our lifetime.

Factor timing – You’re doing it wrong!

Factor timing – You’re doing it wrong!

The quantitative finance world has recently been transfixed by its version of the East Coast/West Coast feud. But instead of Brooklyn versus Compton rappers, it’s their suburban cousins Greenwich versus Newport Beach arguing over factor timing.

The Curious Case of EURGBP and the French Election

The Curious Case of EURGBP and the French Election

​In normal circumstances, the pricing of currency options should reflect, to a good extent, the probability of political upsets, particularly if those upsets have obvious macroeconomic implications. Here, Mark Richardson, and Steve Cain, fund managers in Henderson’s Multi-Strategy Team, examine why, in the run-up to the French presidential election, this does not appear to be the case for EURGBP (the price of euros measured in sterling).

The Curse of the ETF Tourist

The Curse of the ETF Tourist

The growing popularity of investing in exchange traded funds (ETFs) is a key component of the active versus passive debate. Here, Aneet Chachra, fund manager, and David Elms, Head of Diversified Alternatives, from Henderson’s Multi-Strategy Team, explain why investing in many ETFs is actually an ‘active’ call and explore how investors in these vehicles have typically fared.

The Alternative View – Avoiding Bubble-Weight Indices
Globale Perspektiven

The Alternative View – Avoiding Bubble-Weight Indices

​In this series of views from Henderson’s Multi-Strategy team, Head of Diversified Alternatives, David Elms, and Fund Manager Aneet Chachra discuss why highly sector-concentrated indices may be riskier than they appear.

Essentials: Overview of the Janus Henderson Horizon China Fund
Investment-Standpunkte

Essentials: Overview of the Janus Henderson Horizon China Fund

In this ‘Essentials’ video, Charlie Awdry, China equities manager, provides a brief introduction to the Henderson Horizon China Fund.

Topics covered include:

• Fund objective and investment approach
• Why invest in Chinese stocks?
• How does the fund use shorts to generate additional returns?
• Why invest in the fund?

Essentials: Overview of the Janus Henderson Horizon China Fund
Investment-Standpunkte

Essentials: Overview of the Janus Henderson Horizon China Fund

In this ‘Essentials’ video, Charlie Awdry, China equities manager, provides a brief introduction to the Henderson Horizon China Fund.

Topics covered include:

• Fund objective and investment approach
• Why invest in Chinese stocks?
• How does the fund use shorts to generate additional returns?
• Why invest in the fund?

Generational Investing: Die Generation Selfie und wie sie die Welt sieht (Teil 2)

Generational Investing: Die Generation Selfie und wie sie die Welt sieht (Teil 2)

Dr. Paul Redmond, Director of Student Life an der Universität Manchester, erläutert die wichtigsten Ergebnisse seiner Untersuchungen zur Generationentheorie und deren Implikationen für eine Welt im Wandel. Im zweiten und letzten Teil dieser Reihe schildert er, worauf sich globale Unternehmen einstellen müssen, wenn sie die Generation Y ins Visier nehmen. Er hebt die Bedeutung authentischer Erfahrungen hervor und formuliert die drei Grundprinzipien, die Unternehmen verinnerlichen müssen, um für die Mitglieder dieser Altersgruppe attraktiv zu sein und zu bleiben.

Essentials: the Pan European Equity strategy in three minutes
Investment-Standpunkte

Essentials: the Pan European Equity strategy in three minutes

In this ‘Essentials’ video, European equities manager Tim Stevenson provides a summary of the Henderson Horizon Pan European Equity strategy. He explains what differentiates the fund and explains where the opportunities currently lie within European equities.

Essentials: the Pan European Equity strategy in three minutes
Investment-Standpunkte

Essentials: the Pan European Equity strategy in three minutes

In this ‘Essentials’ video, European equities manager Tim Stevenson provides a summary of the Henderson Horizon Pan European Equity strategy. He explains what differentiates the fund and explains where the opportunities currently lie within European equities.

The Alternative View: Brexit, in the market’s opinion

The Alternative View: Brexit, in the market’s opinion

In this series of views from Henderson’s Multi-Strategy team, Fund Managers Steve Cain, Mark Richardson and Aneet Chachra examine the extent to which ‘Brexit’ is priced into currency options and betting markets.

The Alternative View – Revenge of the Bonds – why a US inflation scare is looming

The Alternative View – Revenge of the Bonds – why a US inflation scare is looming

​In this series of views from Henderson’s Multi-Strategy team, Fund Managers Aneet Chachra and Steve Cain discuss why fixed income markets are overly optimistic in disregarding the risks of higher inflation.