Globale Markteinschätzungen

Fixed Income Perspectives

Quarterly insight from our fixed income team 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.

Fixed Income Perspectives

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

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.

MARKTEINSCHÄTZUNGEN

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

Office isn’t the next retail

Office isn’t the next retail

The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?

Office isn’t the next retail

Office isn’t the next retail

The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?

Credit resilience but confusion surrounds longer-term inflation outlook

Credit resilience but confusion surrounds longer-term inflation outlook

Jenna Barnard, Co-Head of Strategic Fixed Income, shares the Strategic Fixed Income Team’s current thoughts and views on bond markets, and addresses the most frequently asked question: is inflation on the rise?

COVID-19: Understanding the science & investment implications (Part 5)

COVID-19: Understanding the science & investment implications (Part 5)

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

Residential real estate: stay home, stay safe

Residential real estate: stay home, stay safe

Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team discuss how COVID-19 is impacting the rental residential sector from both a landlord and tenant perspective and the longer-term investment case for the sector.

Wohnimmobilien: zuhause bleiben, in Sicherheit bleiben

Wohnimmobilien: zuhause bleiben, in Sicherheit bleiben

Guy Barnard, Tim Gibson und Greg Kuhl vom Global Property Equities Team erläutern, wie die COVID-19-Pandemie sich auf den Bereich vermieteter Wohnimmobilien auswirkt – sowohl aus Vermietersicht als auch aus Mieterperspektive – und was für langfristige Anlagen in dem Sektor spricht.

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.

HGI_DNA_1

Global Equity Market Neutral-Strategie: Instrumentarium

Die Coronavirus-Pandemie hat viele etablierte Paradigmen in der Investmentbranche infrage gestellt, indem sie für viele Sektoren ein beispiellos ungünstiges Umfeld geschaffen hat. In diesem Artikel beschreibt Steve Johnstone, Portfoliomanager im UK Multi-Asset Team, einige der Instrumente, die eine flexible Global Equity Market Neutral-Strategie einsetzen kann, um in jedem Marktumfeld Wertzuwachs zu erzielen.

The case for high yield bonds

Using a combination of eight charts and tables, corporate credit portfolio managers Seth Meyer and Tom Ross consider some of the potential risks and opportunities within the high yield sector of fixed income.

Technology for good: supporting the fight against COVID-19

Technology for good: supporting the fight against COVID-19

Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss how ‘big tech’ companies are helping communities and governments through the pandemic and the implications this may have on the regulation of the technology sector.

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

Quick view: the MPC maintains its stance

Quick view: the MPC maintains its stance

Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, responds to the MPC’s dovish view on prospects for the UK economy, although risks remain skewed to the downside.

Finding value in the Covid-19 crisis — a secured loans view

Finding value in the Covid-19 crisis — a secured loans view

Elissa Johnson, Portfolio Manager and secured loans specialist within the Secured Credit Team, examines developments in the leveraged finance markets since the extent of the Covid-19 crisis became apparent in March.