Perspectivas globales

Global Dividend Index

El JHGDI es un estudio a largo plazo de las tendencias de los dividendos a nivel mundial.

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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.

Trade wars, ESG and demographics in China: your questions answered

Trade wars, ESG and demographics in China: your questions answered

In this Q&A, May Ling Wee, China equities manager, responds to key concerns for investors in China, including the impact of trade friction, environmental, social and governance (ESG) factors as well as demographic issues. She also discusses how this is creating investment opportunities and favoured sectors.

Janus Henderson US Venture Fund volverá a abrirse a nuevos inversores​

Janus Henderson US Venture Fund volverá a abrirse a nuevos inversores​

El 2 de septiembre de 2019, Janus Henderson US Venture Fund se reabrirá a nuevos inversores.

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Eliminación de la comisión de éxito para determinados fondos

Eliminación de la comisión de éxito para determinados fondos

Desde el 1 de Julio de 2019 se ha eliminado la comisión de éxito de los siguientes fondos.

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
Opiniones breves

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.

A change of flow in global water

A change of flow in global water

​George Crowdy, an Investment Manager within the Global Sustainable and Responsible Investment (SRI) Team headed by Hamish Chamberlayne, examines the challenges of providing a safe and reliable water supply but identifies how better and increased use of data and technology provides reason for optimism.

Toque americano en el High Yield europeo

Toque americano en el High Yield europeo

Tom Ross y Tim Winstone, gestores de Renta Fija, analizan las ​razones por las que las empresas estadounidense se endeudan a través de los mercados de bonos europeos y por qué esto genera oportunidades para los inversores.