Globale Markteinschätzungen

Global Dividend Index

Der JHGDI basiert auf langjährigen Analysen weltweiter Dividendentrends.

Global Fixed Income Compass

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

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.

Secured Credit Insight: definitely a time for being active

Elissa Johnson, Portfolio Manager and secured loans specialist within the Secured Credit Team examines the level of dispersion in leveraged credit markets and questions whether average market spread levels are becoming increasingly meaningless.

Global leading indicators reviving, still weak

Global leading indicators reviving, still weak

Short-term leading indicators suggest a modest revival in global economic momentum into early 2020 but – like monetary trends – have yet to signal a full recovery.

Global leading indicators reviving, still weak

Global leading indicators reviving, still weak

Short-term leading indicators suggest a modest revival in global economic momentum into early 2020 but – like monetary trends – have yet to signal a full recovery.

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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.

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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.

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

Immobilienaktien: resilient trotz Marktunsicherheit

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

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.