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Globale Perspektiven

Janus Henderson Corporate Debt Index

Die zweite Ausgabe des Corporate Debt Index setzt unsere im letzten Jahr begonnene langfristige Studienreihe fort, die den Trends bei der Verschuldung von Unternehmen weltweit nachgeht.

Global Dividend Index

Der JHGDI basiert auf langjährigen Analysen weltweiter Dividendentrends.

Sovereign Debt Index

Der Sovereign Debt Index ist die erste Veröffentlichung einer Langzeitstudie über die Entwicklung der weltweiten Staatsverschuldung, die sich daraus ergebenden Anlagemöglichkeiten und die damit verbundenen Risiken. Der Index ermittelt den Umfang, zu dem sich die Staaten weltweit mit Anleihen finanzieren, wie erschwinglich und nachhaltig diese sind, und vergleicht sowie kontrastiert die Trends.

MARKTEINSCHÄTZUNGEN

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

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.

Strategic Fixed Income Ausblick 2020 — Keine Reflation ohne schwachen Dollar

Strategic Fixed Income Ausblick 2020 — Keine Reflation ohne schwachen Dollar

Jenna Barnard und John Pattullo, Co-Heads of Strategic Fixed Income, erläutern ihre Einschätzungen zu den Rentenmärkten im kommenden Jahr.

Tell Tail Signs: November 2019 – Don’t bet on recession or disinflation

Tell Tail Signs: November 2019 – Don’t bet on recession or disinflation

​Janus Henderson’s US-based Multi-Asset Solutions Team present their latest Tail Risk Report, using options market prices to infer expected tail gains and losses for each asset class.

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).

Podcast: the evolution of strategic fixed income investing

Podcast: the evolution of strategic fixed income investing

John Pattullo, Co Head of Strategic Fixed Income, in conversation Richard Philbin, CIO of Wellian Investment Solutions

Hochzinsanleihen: Anlagechancen durch unscharfe Trennlinien bei den Bewertungen

Hochzinsanleihen: Anlagechancen durch unscharfe Trennlinien bei den Bewertungen

Tom Ross, Corporate Credit Portfolio Manager, beleuchtet in diesem Video den Hochzinsmarkt. Dabei geht er der Frage nach, wie technische Bedingungen, Unterschiede bei Anleihekonditionen und unscharfe Trennlinien bei den Bewertungen Anlagechancen schaffen.

Attaching a price to bond market liquidity

Attaching a price to bond market liquidity

​Portfolio Manager John Fujiwara and Research Analyst Lucy Holden discuss how low yields and volatile markets reinforce the risk premium commanded to provide bond market liquidity.

Attaching a price to bond market liquidity

Attaching a price to bond market liquidity

​Portfolio Manager John Fujiwara and Research Analyst Lucy Holden discuss how low yields and volatile markets reinforce the risk premium commanded to provide bond market liquidity.

Volatility warrants caution in US high yield

Volatility warrants caution in US high yield

In a period of falling interest rates, yield is valuable, and high yield therefore remains an attractive asset class. However, with increased interest rate volatility and uncertainty around economic growth, Portfolio Manager Seth Meyer says a cautious approach and a focus on strong company fundamentals are warranted.

Volatility warrants caution in US high yield

Volatility warrants caution in US high yield

In a period of falling interest rates, yield is valuable, and high yield therefore remains an attractive asset class. However, with increased interest rate volatility and uncertainty around economic growth, Portfolio Manager Seth Meyer says a cautious approach and a focus on strong company fundamentals are warranted.

Quick view: “An ounce of prevention”, interest rate cuts signalled by the Fed
Quick Views Zinsen

Quick view: “An ounce of prevention”, interest rate cuts signalled by the Fed

​Oliver Blackbourn, a Fund Manager on the UK-based Multi-Asset Team, discusses the strong likelihood that the FOMC will deliver a rate cut at their July meeting – and beyond.