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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.
Hopes of a rebound in Chinese industrial output growth have been boosted by a pick-up in the Markit manufacturing PMI to the top of its range in recent years.
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.
UK monthly GDP / gross value added (GVA) for October will be released on 10 December, two days before the election. GDP is currently estimated to have fallen by 0.16% in August and 0.07% in September, with the September level 0.10% below the Q3 average.
Incoming news appears consistent with the assessment here that global industrial momentum bottomed in Q3 but will remain weak through Q1, at least.
En réponse aux rendements particulièrement bas voire négatifs des investissements à échéance courte en Europe, les gérants de la stratégie Janus Henderson Absolute Return Income expliquent comment, dans le cadre d’une stratégie obligataire active et à faible volatilité, s’exposer à des titres plus ou moins risqués peut constituer une solution pour les investisseurs qui souhaitent exploiter au maximum leurs actifs défensifs à moyen terme.
Chez Janus Henderson, nous pensons que le partage de nos expertises permet de prendre de meilleures décisions d’investissement et de stratégie
Nous appelons cette état d’esprit Knowledge. Shared.
Tim Winstone, corporate credit portfolio manager, explains how technical factors are likely to buoy demand for euro investment grade bonds.
Les deux plus grandes puissances économiques continuent de s’affronter à propos de leurs échanges commerciaux. Le contexte domestique en Chine et aux États-Unis peut-il cependant justifier une certaine dose d’optimisme ?
As physical retail spaces like shopping malls lose relevance, they are often replaced by warehouses and distribution centres that support the growing e-commerce model. Janus Henderson’s Global Property Equities Team believes this trend is causing disruption – and creating opportunities – within the real estate sector.
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Euroland money measures rose solidly in October after a minor September slowdown, with the larger trend continuing to suggest stronger economic performance in 2020.
Euroland money measures rose solidly in October after a minor September slowdown, with the larger trend continuing to suggest stronger economic performance in 2020.
Global nominal GDP has slowed significantly since late 2017 but recent stronger money trends suggest a reacceleration during 2020.
