Globale Markteinschätzungen

Global Fixed Income Compass

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Global Dividend Index

Der JHGDI basiert auf langjährigen Analysen weltweiter Dividendentrends.

Global Snapshot

The Janus Henderson Global Snapshot explores the themes driving markets, the trends to watch, market returns and metrics, and the Multi-Asset Team’s outlook for regions and sectors at quarter end.

MARKTEINSCHÄTZUNGEN

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

Can biotech bounce back?

Can biotech bounce back?

Biotechnology stocks have been suffering a decline for some months. But while the sector faces some challenges, attractive valuations and a rapid pace of medical innovation could become difficult for investors to ignore, says Portfolio Manager Andy Acker.

Property equities: showing resilience amid market uncertainty

Property equities: showing resilience amid market uncertainty

In this video recorded with e-fundresearch.com, Guy Barnard, Co-Head of Global Property Equities, provides an update on the asset class, discusses where his team believes the most attractive investment opportunities lie and shares his current outlook for property equities.

ESG entmystifizieren für ein klares Anlageszenario

ESG entmystifizieren für ein klares Anlageszenario

Das Global Sustainable Equity Team von Janus Henderson Investors erklärt, wie Anleger an Umwelt-, Sozial- und Governance- (ESG) Faktoren herangehen sollten, damit diese spürbare Auswirkungen auf ihre Portfolios haben.

A hawkish rate cut
Schnellansicht Zinsen

A hawkish rate cut

A pause after October’s rate cut in the US may make sense in the short term, but greater accommodation may be necessary over the long haul.

The role of bonds in a negative rate world

Despite the ultra-low interest rate environment, Jim Cielinski, Global Head of Fixed Income, discusses bond’s role as a diversifier in a broad portfolio.

Asian growth: opportunities beyond the Great Wall

Asian growth: opportunities beyond the Great Wall

Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, provides an update covering the impact of the trade wars on the region, changes to the strategy year-to-date, his views on Southeast Asia and outlines the investment case for Asia.

Was Knowledge.Shared Ihnen bietet

Wir von Janus Henderson sind von den enormen Vorteilen der Weitergabe von Expertenwissen überzeugt, da sie bessere Anlage- und Unternehmensentscheidungen ermöglicht.

Diesen Ethos nennen wir Knowledge. Shared.

HGI_DNA_1

Immobilienaktien: resilient trotz Marktunsicherheit

In diesem mit e-fundresearch.com aufgezeichneten Video gibt Guy Barnard, Co-Head of Global Property Equities, einen aktuellen Überblick über die Anlageklasse. Zudem erläutert er, wo sein Team die attraktivsten Anlagechancen sieht und wie er den Ausblick für Immobilienaktien einschätzt.

Anleihen und Aktien: Tandemarbeit

Jeremiah Buckley, Portfoliomanager im Janus Henderson Balanced Team, erläutert, wie die Anleihe- und Aktienteams zusammenarbeiten, um Anlegern ein ausgewogenes, risikobewusstes Portfolio zu bieten.

Energy: A Sector in Transition

The energy sector as a whole has been the weakest-performing global high-yield sector. Our corporate credit team delves into the challenges facing high-yield energy issuers today.

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

Low yield is not no yield: Opportunities in structured credit

Our structured credit team highlights attractive aspects of the securitized market, including relatively short durations, high-quality credit ratings and attractive yields

The perceived lunacy of negative yields

John Pattullo, Co-Head of Strategic Fixed Income, explores the phenomenon of negative -yielding bonds; how they came about, why anyone might buy them and whether they are here to stay.

Draghi: whatever he could
Schnellansicht Europe

Draghi: whatever he could

Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset Team, comments on the imminent departure of Mario Draghi’s as ECB leader on 31 October 2019, as the ECB itself potentially reaches the limits of what it can achieve using the levers of monetary policy.