Globale Markteinschätzungen

Global Dividend Index

Der JHGDI basiert auf langjährigen Analysen weltweiter Dividendentrends.

MARKTEINSCHÄTZUNGEN

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.

Strategic Fixed Income outlook 2020 — no reflation without a soft dollar

Strategic Fixed Income outlook 2020 — no reflation without a soft dollar

Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, share their thoughts on bond markets in the coming year; where they see risks and opportunities and where they look for clues.

Chinese equities: investing in innovation

Chinese equities: investing in innovation

Charlie Awdry, China portfolio manager, provides his views on how China’s rapid technology innovation is creating opportunities to invest in the country’s growing companies and industries.

Quick view: UK prorogation fever

Quick view: UK prorogation fever

​Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset team, discusses the abrupt escalation in hostilities between the UK Parliament and a bellicose PM.

Handelskriege, ESG und demografische Entwicklung in China: Wir antworten auf Ihre Fragen

Handelskriege, ESG und demografische Entwicklung in China: Wir antworten auf Ihre Fragen

Im Folgenden beantwortet May Ling Wee, China-Aktienmanagerin, Fragen rund um zentrale Sorgen von Anlegern in China. Sie betreffen unter anderem die Auswirkungen der Handelsspannungen, Umwelt-, Sozial- und Governance-(ESG)-Faktoren sowie demografische Herausforderungen. Zudem erläutert sie, wie daraus Anlagechancen entstehen und welche Sektoren sie bevorzugt.

Janus Henderson US Venture Fund wird wieder für neue Anleger geöffnet

Janus Henderson US Venture Fund wird wieder für neue Anleger geöffnet

Am 2. September 2019 wird der Janus Henderson US Venture Fund wieder für neue Anleger geöffnet.

Was Knowledge.Shared Ihnen bietet

Wir von Janus Henderson sind von den enormen Vorteilen der Weitergabe von Expertenwissen überzeugt, da sie bessere Anlage- und Unternehmensentscheidungen ermöglicht.

Diesen Ethos nennen wir Knowledge. Shared.

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Verzicht auf die Performancegebühr für bestimmte Fonds

Verzicht auf die Performancegebühr für bestimmte Fonds

Bitte beachten Sie, dass die Performancegebühr für die folgenden Fonds ab dem 1. Juli 2019 entfallen ist.

Quick view: Chinese yuan depreciates to critical level against the US dollar

​Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.

Cobalt: saying ’no‘ to child labour

Cobalt: saying ’no‘ to child labour

Ama Seery, analyst within the global Sustainable and Responsible Investment (SRI) Team headed by Hamish Chamberlayne, examines the explosive demand for cobalt to power new technologies and the many risks associated with its supply.

UK politics: new leader, old problems
Schnellansicht

UK politics: new leader, old problems

​Paul O’Connor, Head of the UK-based Multi-Asset team, discusses confirmation of Boris Johnson’s appointment as UK Prime Minister and the highly uncertain outlook for Brexit that he, and his divided government must navigate, and the likely market response.

US-China trade negotiations — another ceasefire
Schnellansicht

US-China trade negotiations — another ceasefire

Paul O’Connor, Head of the UK-based Multi-Asset Team, shares his views on the meeting between the US and China at the G20 Summit in Osaka and explains why the ceasefire does not necessarily mean an end to the trade war.

China’s disruptive internet companies

China’s disruptive internet companies

Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses his recent trip to Hong Kong, where he met with a number of Chinese internet companies.