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.

Hochzinsanleihen: Anlagechancen durch unscharfe Trennlinien bei den Bewertungen

Hochzinsanleihen: Anlagechancen durch unscharfe Trennlinien bei den Bewertungen

Tom Ross, Corporate Credit Portfolio Manager, beleuchtet in diesem Video den Hochzinsmarkt. Dabei geht er der Frage nach, wie technische Bedingungen, Unterschiede bei Anleihekonditionen und unscharfe Trennlinien bei den Bewertungen Anlagechancen schaffen.

Attaching a price to bond market liquidity

Attaching a price to bond market liquidity

​Portfolio Manager John Fujiwara and Research Analyst Lucy Holden discuss how low yields and volatile markets reinforce the risk premium commanded to provide bond market liquidity.

Quick view: “An ounce of prevention”, interest rate cuts signalled by the Fed

Quick view: “An ounce of prevention”, interest rate cuts signalled by the Fed

​Oliver Blackbourn, a Fund Manager on the UK-based Multi-Asset Team, discusses the strong likelihood that the FOMC will deliver a rate cut at their July meeting – and beyond.