Globale Markteinschätzungen

Aktienperspektiven

Die Einblicke unserer Aktienexperten erleichtern unseren Kunden, sich an den Märkten zurecht zu finden und Chancen wahrzunehmen.

Fixed-Income-Perspektiven

Vierteljährliche Einblicke unserer Anleihenteams, die es Kunden erleichtern soll, sich an den Märkten zurechtzufinden und Chancen zu erfassen.

Janus Henderson Corporate Debt Index

Die vorliegende Ausgabe des Corporate Debt Index bildet den Auftakt zu einer langfristigen Studienreihe, die den Trends bei der Verschuldung von Unternehmen weltweit nachgeht.

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.

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.

2020 vision — clearer opportunities within European secured loans

2020 vision — clearer opportunities within European secured loans

Elissa Johnson, Co-Manager of the Secured Loans Fund and Oliver Bardot, Associate Portfolio Manager within the Secured Loans Team, evaluate risks and opportunities in the European loans market in 2020 and how they might impact their portfolios.

2020 outlook: global natural resources

2020 outlook: global natural resources

Daniel Sullivan, Head of the Global Natural Resources Team, discusses the three key themes he sees as likely to shape the outlook for natural resource equities in 2020.

Sollten Anleger 2020 hohe Renditen erwarten?

Sollten Anleger 2020 hohe Renditen erwarten?

Tom Ross, Corporate Credit Portfolio Manager, erläutert die Aussichten für Hochzinsanleihen im neuen Jahr.

Outlook for Asia ‒ potential to surprise amid uncertainty

Outlook for Asia ‒ potential to surprise amid uncertainty

Andrew Gillan and Mervyn Koh, Asian growth equities portfolio managers, provide a year-end review of the market and discuss where they see compelling opportunities to invest in Asia’s vast growth potential.

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.

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.

Secured Credit outlook 2020 — heading for positive but more modest excess returns with increasing dispersion

Secured Credit outlook 2020 — heading for positive but more modest excess returns with increasing dispersion

Colin Fleury, Head of Secured Credit, shares his views on fixed income markets for the year ahead. While 2019 was generally a strong year across risk asset classes, he believes caution may be warranted in 2020.

Multi-asset 2020 outlook: Climbing the wall of worry

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.

Multi-asset 2020 outlook: Climbing the wall of worry

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.