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.

Global Dividend Index

Der JHGDI basiert auf langjährigen Analysen weltweiter Dividendentrends.

MARKTEINSCHÄTZUNGEN

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

Explizite Portfolioprotektion unter der Lupe

Explizite Portfolioprotektion unter der Lupe

Steve Cain, Portfoliomanager im Bereich Diversified Alternatives, erläutert, wie die Integration einer Strategie zur Portfolioprotektion im Rahmen von Multi Strategy-Portfolios in extremen Marktsituationen ein „Krisenalpha“ abwerfen kann.

Sind Dividenden ein riskantes Geschäft?  REITs können eine gewisse Nachhaltigkeit bieten

Sind Dividenden ein riskantes Geschäft? REITs können eine gewisse Nachhaltigkeit bieten

Zwar bestehe der Druck, dass das Anbieten von Mietzinsstundungen während des COVID-19-Lockdown möglicherweise die von Real Estate Investment Trusts (REITs) gezahlten Dividenden gefährden. Jedoch trete immer deutlicher zutage, dass einige Immobiliensektoren sogar besser in der Lage sind, die Krise zu überstehen, so Guy Barnard, Tim Gibson und Greg Kuhl vom Global Property Equities Team.

What now for global equity income investors?

What now for global equity income investors?

Ben Lofthouse, Head of Global Equity Income, believes that despite the difficulty in providing a short-term outlook due to the unprecedented nature of this tragic coronavirus pandemic, investors are likely to see long-term opportunities from current equity market yields and valuations.

COVID-19: cautiously optimistic on Asian equities from an income perspective

COVID-19: cautiously optimistic on Asian equities from an income perspective

Mike Kerley, Asian income equities portfolio manager, shares his views on the latest developments in Asia and discusses the investment implications from an income point of view.

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.

An evolving role for Asian dividend-paying stocks (EMEA)

An evolving role for Asian dividend-paying stocks (EMEA)

In this video, Sat Duhra, Co-Manager of the Asian Dividend Income Strategy with Mike Kerley, discusses the sectors that are likely to offer the most attractive dividends and, how improving corporate governance is boosting the dividend culture in Asia. Sat also examines portfolio positioning and key risks for investors.

Asian dividend growth: mostly decoupled from global turbulence

Asian dividend growth: mostly decoupled from global turbulence

Sat Duhra, Co-Manager of the Janus Henderson Asian Dividend Income Strategy along with Mike Kerley, explains why Asia is leading the way in dividend growth. Sat also identifies the best dividend-paying sectors and discusses the impact of ongoing US-China trade friction on portfolio positioning.