Pour les investisseurs professionnels

Perspectives mondiales

Market GPS Perspectives d’investissement 2021

Quelles thématiques les investisseurs devront-ils surveiller en 2021 ? Market GPS vous aide à fixer une orientation grâce à un résumé vidéo, une analyse approfondie des classes d’actifs et les points de vue les plus récents de nos gérants de portefeuille.

Perspectives Actions

Analyses de nos équipes mondiales.

Perspectives obligataires

Une analyse trimestrielle menée par nos équipes en charge de la gestion obligataire, destinée à aider les clients à s’adapter aux marchés et aux opportunités à venir.

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

Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)
Perspectives mondiales

Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)

Paul O’Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the outlook for multi-asset investors in Q3 in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors.

Same old: UK MPC U-turns after ignoring money trends
Perspectives mondiales

Same old: UK MPC U-turns after ignoring money trends

​Bank of England Governor Mark Carney’s “sea change” speech this week has laid the foundation for a dovish MPC shift in August.

Immobilier coté « Ne nous oubliez pas »
Investment Viewpoints

Immobilier coté « Ne nous oubliez pas »

Malgré le caractère mitigé de l’actualité en Europe et dans le secteur immobilier ces derniers mois, Guy Barnard et Nicolas Scherf, co-gérants du fonds Pan European Property Equities, estiment que les fondamentaux des valeurs foncières européennes restent solides et que les adeptes de la gestion active peuvent encore identifier de bonnes opportunités d’investissement.

A « monetarist » perspective on current equity markets
Perspectives mondiales

A « monetarist » perspective on current equity markets

​In late 2016, the forecasting approach employed here – relying on monetary and cycle analysis – signalled that the global economy would grow strongly in 2017. A year ago, it suggested that a significant slowdown would unfold during 2018. The current message is that this slowdown is likely to extend and deepen, at least through mid-2019. A recovery in momentum is possible during the second half of the year but such a scenario requires confirmation from stronger monetary trends in early 2019.

US-China trade negotiations — another ceasefire
Instantanés

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.

Keeping perspective: growth and value stocks

Keeping perspective: growth and value stocks

Witnessing the extended run of outperformance by growth stocks over the past decade, investors may be led to believe the present will repeat itself in the future. George Maris, Co-Head of Equities – Americas, urges investors to focus on fundamentals and consider opportunities that exist in both growth and value stocks.

Global equities: a growing watch list of opportunities

Global equities: a growing watch list of opportunities

In this Q&A, Portfolio Manager Steve Weeple discusses why the Janus Henderson Global Equities Team avoids trying to predict economic and political cycles or market sentiment. Instead they take a disciplined, long-term approach, seeking to invest in a portfolio of high-quality, growing companies that have the resilience to weather unforeseen events.

Tout retourné

Tout retourné

Pour Jeremiah Buckley, gérant de portefeuille du fonds Janus Henderson Balanced, une vague sans précédent de ruptures technologiques a créé des opportunités d’investissement très intéressantes pour ceux qui savent où les chercher.

Labour market watch: softer US jobs confidence

Labour market watch: softer US jobs confidence

​Today’s Conference Board consumer survey provides more evidence that economic weakness is spreading to the labour market. An indicator combining consumer assessments of current job-finding difficulty and prospects in six months’ time rose to a 14-month high in June.

Libra : effet de mode vs réalité

Libra : effet de mode vs réalité

Alison Porter, gérante dans l’équipe actions technologiques internationales basée en Grande-Bretagne, aborde la tentative de Facebook de s’imposer dans les paiements numériques au travers de la Libra, l’importance de cette initiativ​e pour les crypto-monnaies, et ses conséquences pour les investisseurs.

Fed serving up what the market is craving
Instantanés

Fed serving up what the market is craving

In this video update, Co-Head of Global Bonds Nick Maroutsos and Fixed Income Portfolio Manager Jason England explain why they believe the US Federal Reserve (Fed) was correct not to cut rates at their latest meeting on Wednesday 19 June, and discuss which factors may justify a move lower in July.

Tell Tail Signs: June 2019 – Signs of inflation continue…

Tell Tail Signs: June 2019 – Signs of inflation continue…

​Janus Henderson’s US-based Multi-Asset Solutions Team present their latest Tail Risk Report, using market prices to infer expected tail gains and losses for each asset class. In May, signals continued to forewarn that inflation may not be dead.