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.

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

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

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.

Keeping perspective: growth and value stocks

Keeping perspective: growth and value stocks

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.

Global equities: a growing watch list of opportunities

Global equities: a growing watch list of opportunities

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.

Fed gibt dem Markt, wonach er verlangt
Schnellansicht

Fed gibt dem Markt, wonach er verlangt

In diesem Video-Update erläutern Nick Maroutsos, Co-Head of Global Bonds, und Jason England, Fixed Income Portfolio Manager, warum sie die Entscheidung der US-Notenbank (Fed) für richtig halten, die bei ihrer letzten Sitzung vom 19. Juni auf eine Zinssenkung verzichtet hatte. Zudem gehen sie der Frage nach, was einen Zinsschritt nach unten im Juli rechtfertigen könnte.

The Fed’s decision: Steady rates today – but lower down the road?

The Fed’s decision: Steady rates today – but lower down the road?

​Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s decision at its May policy meeting to keep rates steady and why the central bank’s next move could be a rate cut.

Restricted area – the encroaching politicisation of central banks

Restricted area – the encroaching politicisation of central banks

With central bank independence seeming to be under threat, Nick Maroutsos, Co-Head of Global Bonds at Janus Henderson Investors, explains that the distinction between central banks and politics is not clear cut.

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.

Maximising opportunities: the importance of correlation and diversification

Nick Maroutsos, Co-Head of Global Bonds, considers the importance of understanding correlation in terms of achieving diversification.

Combatting bond market volatility with global diversification

​Nick Maroutsos, Co-Head of Global Bonds, explains why it is important to focus on quality bonds in periods of potential bond market volatility

China’s role on the global stage

China’s role on the global stage

Charlie Awdry, China equities portfolio manager, discusses how disruption is playing out in China and the potential disruptive impact of China on global markets going forward.

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

How do tech IPOs perform in their first year?

How do tech IPOs perform in their first year?

Aneet Chachra, portfolio manager within the Alternatives team, takes a quantitative look at US tech initial public offerings (IPOs) and how they have historically performed post-launch.

American touch für europäische Hochzinsanleihen

American touch für europäische Hochzinsanleihen

Tom Ross und Tim Winstone, Corporate Credit Portfolio Manager, gehen der Frage nach, warum US-Unternehmen an den europäischen Anleihemärkten Kapital aufnehmen und wie Anleger davon profitieren können.

Volatilität … auf dem Rückzug, aber nicht endgültig vom Tisch?

Volatilität … auf dem Rückzug, aber nicht endgültig vom Tisch?

Das Global Bonds Team von Janus Henderson befasst sich mit der rückläufigen Volatilität und erläutert, wie aus asymmetrischen Marktpreisen Anlagechancen resultieren können.