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 election: A winter of contentment?

UK election: A winter of contentment?

UK equities long/short manager Luke Newman gives his views on what an unexpectedly large Conservative majority in the UK election has meant for markets, giving some insight into early post-vote trading activity.

Quick view: UK election signals inflows and takeovers

Quick view: UK election signals inflows and takeovers

In this video, Laura Foll, UK equities portfolio manager, outlines the initial reaction of markets to the clear Conservative majority in the UK election. She also looks at the two key longer-term implications for investors in the UK equity market.

UK election reaction: continuity and change

UK election reaction: continuity and change

Paul O’Connor, Head of the UK Multi-Asset Team, gives his reaction to the UK election result and what it means for the Brexit process.

Quick view: clarity for Christmas

Quick view: clarity for Christmas

Bethany Payne and Andrew Mulliner, Portfolio Managers within the Global Bonds Team, give their reaction to the UK election result in which the Conservatives took a meaningful majority.

UK election: A Tory win might be good for UK equities, but just for Christmas

UK election: A Tory win might be good for UK equities, but just for Christmas

What impact might a Tory victory have on UK assets? James de Bunsen, portfolio manager in Janus Henderson’s UK-based Multi-Asset team, gives some insight into his expectations for the upcoming UK general election and what might follow.

Secured Credit Insight: mortgage prisoners given an escape?

Secured Credit Insight: mortgage prisoners given an escape?

Ian Bettney, Portfolio Manager within the Secured Credit Team, examines the recent changes to the laws governing the UK mortgage market and, their impact on the performance of some pre-crisis UK non-conforming residential mortgage-backed securities (RMBS).

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Brexit update – curb your enthusiasm

Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the market reaction to the last minute plot twist emerging from the Brexit negotiations. 

UK Absolute Return: flexibility key amid market rotation

Luke Newman, portfolio manager on the UK Absolute Return strategy, outlines positioning in light of the recent rotation in equity markets. He also discusses the importance of investing in highly liquid areas of the market.