Globale Markteinschätzungen

Global Fixed Income Compass

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

Market-GPS Investmentausblick 2020

What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.

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.

Where and when to go active – an asset allocator’s view (part 2)
Mega Trends

Where and when to go active – an asset allocator’s view (part 2)

In part two of this two-part mini-series, Nick Watson, portfolio manager with Janus Henderson’s UK-based Multi-Asset Team, discusses why alpha-generating managers are likely to be in ever greater demand, and focuses on dynamics within fixed income. As an allocator to both active funds and passive instruments, he argues it is crucial to consider questions of ‘where’ and ‘when’ when making decisions.

Global Life Sciences: Unser Ansatz bei der Suche nach innovativen Unternehmen im Bereich Krebstherapie
Mega Trends

Global Life Sciences: Unser Ansatz bei der Suche nach innovativen Unternehmen im Bereich Krebstherapie

Folgen Sie Global Life Sciences Portfoliomanager Andy Acker und Research Analyst Dan Lyons bei ihrem Besuch von Biotechnologieunternehmen, die innovative Plattformen betreiben, um neue Therapien für weitverbreitete Krankheiten wie Krebs zur Verfügung zu stellen.

Disruption und beschleunigte technologische Innovationen: Risiken und Chancen
Mega Trends

Disruption und beschleunigte technologische Innovationen: Risiken und Chancen

Richard Clode, Portfoliomanager im Global Technology Team, erläutert in diesem Video, warum die Lebensdauer von Blue Chips sinken kann, wenn sie nicht mit Innovationen und neuen Technologien Schritt halten. Überdies erklärt er die Gründe für das beschleunigte Tempo der technologischen Disruption. Am Beispiel der Revolution im Transportsektor verdeutlicht er, wie die Disruption einen wichtigen Wirtschaftszweig grundlegend verändert und welche Konsequenzen das für etablierte und neue Anbieter hat.

The alternative view – storing cash

The alternative view – storing cash

​Aneet Chachra and Steve Cain, Portfolio Managers within the Diversified Alternatives team at Janus Henderson, look at the maturity profiles on Treasuries compared with their ‚risk of loss‘ history to reach conclusions about where value might lie within shorter maturities.

Active and passive investing – all in the blend
Mega Trends

Active and passive investing – all in the blend

Janus Henderson Co-CEO Dick Weil talks to Bloomberg TV about the benefits of combining an active and passive approach to investing. He also provides his view on the risk of crowded trades, the scope for interest rate rises, and taking advantage of growth in the Chinese market.

Quick view: Amazon takes on healthcare
Schnellansicht

Quick view: Amazon takes on healthcare

Rich Carney, Healthcare Services Analyst with the US-based Janus Henderson Healthcare Sector Team, responds to news that Amazon, Berkshire Hathaway, and JPMorgan Chase plan to form an independent healthcare company to lower costs for their employees.

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Essentials: Strategic Fixed Income

In this ‚Essentials‘ video, Co-Heads of the Strategic Fixed Income at Janus Henderson Investors, John Pattullo and Jenna Barnard, provide an overview of the team’s philosophy and approach to investments, while outlining the factors that differentiate their style from peers.

Transportation revolution: investing in the evolution of the automotive industry
Mega Trends Technologie

Transportation revolution: investing in the evolution of the automotive industry

Richard Clode, Graeme Clark and Alison Porter, portfolio managers in the UK-based Global Technology Team, discuss why transportation revolution is an exciting new investment theme within the team’s portfolios. The team explains how they are investing within this powerful secular growth theme, which is being driven by the convergence of artificial intelligence and the availability of vast amounts of data.

Kardashians and tails

Kardashians and tails

Ten years ago the reality TV family – the Kardashians – came into our lives, just as the S&P 500 reached its pre-financial crisis peak. ​Aneet Chachra, portfolio manager in the Diversified Alternatives team at Janus Henderson, takes a look at fat-tail events and the potential value within the options market.

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

How much gold?

How much gold?

Gold and sovereign bonds are typically the only assets that rise in value during periods of chaos, but at what point does holding gold become detrimental to the performance of a well-diversified portfolio? In this article, fund managers Aneet Chachra and Steve Cain from the Diversified Alternatives team at Janus Henderson explore the value of gold as a hedge against stock drawdowns, particularly for non-US investors, and discuss different ways for investors to start thinking about their own exposure.​

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!
Mega Trends

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.