Globale Markteinschätzungen

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.

Market-GPS Investmentausblick 2020

Welche Themen beschäftigen Anleger weltweit am meisten? Unsere leitenden Anlagemanager erläutern, welche Faktoren Anleger bei Aktien, Anleihen und alternativen Anlagen 2020 im Fokus haben sollten.

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.

MARKTEINSCHÄTZUNGEN

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

Global business investment cycle moving into H1 low

Global business investment cycle moving into H1 low

The forecast here – before the coronavirus shock – that the global economy would remain weak in H1 2020 rested partly on a judgement that the business investment cycle had yet to reach bottom.

Coronavirus: Verändert die Epidemie den Ausblick für chinesische Aktien?

Coronavirus: Verändert die Epidemie den Ausblick für chinesische Aktien?

Charlie Awdry, Portfoliomanager für chinesische Aktien, erläutert seine Einschätzung zum Coronavirus-Ausbruch und dessen Folgen für die Positionierung des Portfolios.

Expected drawdowns – How much money should I lose?

Expected drawdowns – How much money should I lose?

Can historical and simulated data provide some guidance to what scale of asset price swings investors could expect over time? In this article Portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, address the value of drawdown probabilities in helping to calibrate our expectations of price moves.

UK economic weakness masked by government spending surge

UK economic weakness masked by government spending surge

UK GDP grew by a slightly firmer than expected 1.4% in 2019 as a whole but the expenditure breakdown gives little cause for celebration.

OECD leading indicators: fade the pick-up

OECD leading indicators: fade the pick-up

The OECD’s leading indicators continued to recover in December but the signal should be discounted.

In Immobilien investieren: Spotify oder Kassettenrecorder?

In Immobilien investieren: Spotify oder Kassettenrecorder?

Guy Barnard und Greg Kuhl vom Global Property Equities Team erläutern die wachsende Bedeutung von „Nicht-Kern“-Immobiliensektoren in einer sich verändernden Immobilienlandschaft.

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.

Has the virus shock improved monetary prospects?

The global manufacturing PMI new orders index reached a 13-month high in January but narrow money trends suggested that it was on course to peak around April and relapse into mid-year.

Coronavirus contagion concerns

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan Novel Coronavirus from a purely asset allocation perspective.

Chinese PMI softening before virus hit

Chinese PMI softening before virus hit

Chinese recovery hopes were boosted by a rise in the Markit manufacturing PMI to a 35-month high in November.

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

2020 outlook: Asia still attractive for income

2020 outlook: Asia still attractive for income

Mike Kerley, Asian income equities portfolio manager, provides the reasons why he maintains an optimistic outlook for Asia and its prospects for delivering income to investors.

2020 outlook: Asia still attractive for income

2020 outlook: Asia still attractive for income

Mike Kerley, Asian income equities portfolio manager, provides the reasons why he maintains an optimistic outlook for Asia and its prospects for delivering income to investors.

UK Absolute Return: flexibility is the tool of choice for 2020

UK Absolute Return: flexibility is the tool of choice for 2020

Luke Newman, portfolio manager on the UK Absolute Return strategy, gives his thoughts on UK markets as we move further into 2020, outlining key issues to note – both macroeconomic and political – that are likely to have an impact on share prices in the months ahead.