Global Perspectives

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.

Global Dividend Index

Le JHGDI est une étude à long terme qui vise à dégager les tendances en matière de dividendes au niveau mondial.

Global Fixed Income Compass

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

ANALYSES

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Quick view: The art of the deal
Instantanés Brexit

Quick view: The art of the deal

Paul O’Connor, Head of the UK-based Multi-Asset Team, casts a wary eye over the latest push to get a Brexit agreement over the line.

Brexit update – curb your enthusiasm
Instantanés Brexit UK

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

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.

A « monetarist » perspective on current equity markets
Perspectives mondiales

A « monetarist » perspective on current equity markets

Previous quarterly commentaries suggested that global economic momentum would fall into a low around Q3 2019. Recent news is consistent with the scenario but money trends have yet to give a clear signal of economic recovery. A bottoming of momentum, however, may be sufficient to warrant rotating away from defensive investment strategies that have prospered

The importance of being active: why passive exposure in high yield is not enough

The importance of being active: why passive exposure in high yield is not enough

The US high yield market’s modest return in August obscured significant divergence of returns within the index. Portfolio Managers Seth Meyer and Brent Olson discuss why this dispersion demonstrates that opportunities exist in high yield, and why they believe active management is key to capitalising on those opportunities. The Bloomberg-Barclays US High Yield Index was

Questions d’actualité dans une économie plus politique

Questions d’actualité dans une économie plus politique

Au cours de cette brève séance de questions et réponses, Nick Maroutsos, co-responsable de la gestion obligataire internationale, passe en revue le tableau macroéconomique et la façon dont celui-ci détermine les décisions d’investissement dans le cadre des stratégies Absolute Return Income.

Ce que Knowledge.Shared signifie pour vous

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.

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Selling volatility – is the juice still worth the squeeze?

Are investors being sufficiently compensated for taking asymmetric risk? In this article, portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, evaluate changing market conditions for equity volatility in the US and UK.

Don’t let the trade wars detract from Asia’s structural growth story

​Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the reasons why investors should be less preoccupied by the machinations of the trade war and instead focus on Asia’s long-term structural growth story, strong fundamentals and the diversification benefits that the region can add to a balanced portfolio.

Euroland PMI weak but money trends still hopeful

Euroland PMI weak but money trends still hopeful

​The Euroland manufacturing PMI fell further in July but the view here remains that the index is bottoming, based on the leading signal from a rise in six-month real narrow money growth since late 2018.

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Let others’ mistakes be your opportunity

Let others’ mistakes be your opportunity

A colleague has an old Barron’s cartoon hanging in his office showing two large people, both smoking and one holding a mondo (extremely large) cola. The caption reads, “This whole damn healthcare system is a mess”. In their book Mistakes Were Made (but not by me), social psychologists Carol Tavris and Elliot Aronson give some fascinating

Guerres commerciales, critères ESG et démographie chinoise : réponses à vos questions

Guerres commerciales, critères ESG et démographie chinoise : réponses à vos questions

Dans cet entretien, May Ling Wee, gérante d’actions chinoises, répond aux principales préoccupations des investisseurs vis-à-vis de la Chine, notamment l’incidence des tensions commerciales, les facteurs environnementaux, sociaux et de gouvernance (ESG) et les enjeux démographiques. Elle explique également comment ce contexte créé des opportunités d’investissement et pourquoi certains secteurs sont plus prisés que d’autres.

Global money trends still downbeat

Global money trends still downbeat

Incoming narrow money data for July have been disappointing, suggesting that a global economic recovery will be delayed until Q2 2020.