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

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 Fixed Income Compass

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

MARKTEINSCHÄTZUNGEN

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UK inflation slump piles pressure on tardy MPC

UK inflation slump piles pressure on tardy MPC

The forecast here a year ago was that the MPC would cut Bank rate to 0.5% during 2019.

Global prospects 2020: a game of two halves

Global prospects 2020: a game of two halves

Andrew Mulliner, Portfolio Manager within Global bonds, believes that 2020 will prove to be a year of two halves with a rosier outlook likely later in the year. He cautions, however, that attractive opportunities might be harder to come by given downside risks such as a re-escalation of trade wars and uncertainty from the US elections.

A „monetarist“ perspective on current equity markets

A „monetarist“ perspective on current equity markets

The baseline scenario in our previous quarterly commentary was that global economic momentum, having bottomed in Q3 2019, would remain weak in early 2020 before strengthening towards mid-year.

US inventory cycle yet to bottom

US inventory cycle yet to bottom

The modest revival in the global manufacturing PMI in late 2019, on the view here, partly reflects a bottoming out of the global stockbuilding (inventory) cycle.

Chinese credit conditions still tight

Chinese credit conditions still tight

A recent pick-up in Chinese PMIs has boosted recovery hopes but the view here, based on monetary trends, is that such optimism is premature.

Luft nach oben? Ausblick für US-Aktien im Spätzyklus

Luft nach oben? Ausblick für US-Aktien im Spätzyklus

Marc Pinto und Jeremiah Buckley, Manager der Strategie US Multi-Asset, beleuchten die Chancen an den Aktienmärkten in der Spätphase des aktuellen Konjunkturzyklus.

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Multi-asset 2020 outlook: Climbing the wall of worry

Paul O’Connor, Head of the UK Multi-Asset Team, considers whether or not markets can continue to defy gravity in 2020, as we move into a post-stimulus era.

Diversified Alternatives 2020 outlook: Out of the Goldilocks zone?

Will 2019 be considered the last hurrah? Could 2020 mark the beginning of a new era of volatility for global markets? David Elms, Head of Diversified Alternatives, gives some insight into where he sees the most attractive areas of opportunity, and what this might mean for investors.

Is market optimism premature?

Is market optimism premature?

The long-standing view here has been that global economic momentum would bottom around Q3 2019 but remain weak into H1 2020.

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US equities vs bonds: two key trends to watch in 2020

US equities vs bonds: two key trends to watch in 2020

Disruption and consumer spending – are these the two key trends to watch in 2020?

US-Aktien versus -Anleihen: zwei zentrale Trends, die Anleger 2020 im Auge behalten sollten

US-Aktien versus -Anleihen: zwei zentrale Trends, die Anleger 2020 im Auge behalten sollten

Disruption und Konsumausgaben – Sind das 2020 die beiden wichtigsten Trends?

Chinese money trends suggesting PMI relapse

Chinese money trends suggesting PMI relapse

Hopes of a rebound in Chinese industrial output growth have been boosted by a pick-up in the Markit manufacturing PMI to the top of its range in recent years.