Global Perspectives

Global Fixed Income Compass

Les équipes en charge de la gestion obligataire chez Janus Henderson nous livrent leurs analyses des principaux facteurs influençant les marchés, en vue d’aider les clients à traverser le trimestre à venir.

Market GPS Perspectives D’Investissement 2020

Quels sont les problèmes les plus urgents auxquels sont confrontés les investisseurs à l'échelle mondiale ? Nos responsables de classes d'actifs partagent leurs vues sur les thèmes à surveiller pour l'année à venir dans les domaines des actions, des obligations et des investissements alternatifs.

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.

ANALYSES

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Chinese nominal GDP confusion: slowdown confirmed

Chinese nominal GDP confusion: slowdown confirmed

The Chinese GDP numbers released on Friday appeared to show a strong pick-up in nominal growth in Q4.

Is China recovering?

Is China recovering?

Chinese official activity data for December mostly surprised positively, echoing an earlier PMI revival.

UK inflation slump piles pressure on tardy MPC
Perspectives mondiales

UK inflation slump piles pressure on tardy MPC

The forecast here a year ago was that the MPC would cut Bank rate to 0.5% during 2019.

A « monetarist » perspective on current equity markets
Perspectives mondiales

A « monetarist » perspective on current equity markets

The baseline scenario in our previous quarterly commentary was that global economic momentum, having bottomed in Q3 2019, would remain weak in early 2020 before strengthening towards mid-year.

US inventory cycle yet to bottom
Perspectives mondiales

US inventory cycle yet to bottom

The modest revival in the global manufacturing PMI in late 2019, on the view here, partly reflects a bottoming out of the global stockbuilding (inventory) cycle.

Chinese credit conditions still tight
Perspectives mondiales China

Chinese credit conditions still tight

A recent pick-up in Chinese PMIs has boosted recovery hopes but the view here, based on monetary trends, is that such optimism is premature.

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Diversified Alternatives 2020 outlook: Out of the Goldilocks zone?

Will 2019 be considered the last hurrah? Could 2020 mark the beginning of a new era of volatility for global markets? David Elms, Head of Diversified Alternatives, gives some insight into where he sees the most attractive areas of opportunity, and what this might mean for investors.

Is market optimism premature?
Perspectives mondiales

Is market optimism premature?

The long-standing view here has been that global economic momentum would bottom around Q3 2019 but remain weak into H1 2020.

Actions américaines contre obligations : deux tendances clés à surveiller en 2020
Perspectives mondiales

Actions américaines contre obligations : deux tendances clés à surveiller en 2020

Rupture et consommation des ménages – ces deux tendances clés sont-elles celles qu’il faut surveiller en 2020 ?

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Chinese money trends suggesting PMI relapse
Perspectives mondiales

Chinese money trends suggesting PMI relapse

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.

UK economy still stagnant / recessionary
Perspectives mondiales

UK economy still stagnant / recessionary

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.

Global recovery not yet assured
Perspectives mondiales

Global recovery not yet assured

Incoming news appears consistent with the assessment here that global industrial momentum bottomed in Q3 but will remain weak through Q1, at least.