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.

Sovereign Debt Index

L’indice de la dette souveraine est la première édition d’une étude à long terme qui vise à dégager les tendances en matière d’endettement des gouvernements à travers le monde, d’opportunités d’investissement et des risques que cela représente. Il mesure le degré de financement par emprunts des gouvernements du monde et le caractère abordable et durable de ces emprunts, en comparant et en opposant les tendances à travers le monde.

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

Strategic Fixed Income — let’s talk inflation
Investment Viewpoints

Strategic Fixed Income — let’s talk inflation

Ahead of the release of US inflation data tomorrow, Co-Head of Strategic Fixed Income, Jenna Barnard, discusses the markets’ fixation on a regime shift in inflation and the resulting impact on government bonds. The Strategic Fixed Income Team, however, see a different scenario playing out in the long term.

Active and passive investing – all in the blend

Active and passive investing – all in the blend

Janus Henderson Co-CEO Dick Weil talks to Bloomberg TV about the benefits of combining an active and passive approach to investing. He also provides his view on the risk of crowded trades, the scope for interest rate rises, and taking advantage of growth in the Chinese market.

Quick view: Amazon takes on healthcare
Instantanés

Quick view: Amazon takes on healthcare

Rich Carney, Healthcare Services Analyst with the US-based Janus Henderson Healthcare Sector Team, responds to news that Amazon, Berkshire Hathaway, and JPMorgan Chase plan to form an independent healthcare company to lower costs for their employees.

Quick view: healthcare – Amazon’s next disruption target?
Instantanés

Quick view: healthcare – Amazon’s next disruption target?

Alison Porter, Graeme Clark, and Richard Clode, Portfolio Managers within the Janus Henderson Global Technology Team, provide their views on the news that Amazon, JP Morgan and Berkshire Hathaway are forming an alliance with the aim of lowering healthcare costs for the companies’ employees.

Essentials: Strategic Fixed Income
Investment Viewpoints

Essentials: Strategic Fixed Income

In this ‘Essentials’ video, Co-Heads of the Strategic Fixed Income at Janus Henderson Investors, John Pattullo and Jenna Barnard, provide an overview of the team’s philosophy and approach to investments, while outlining the factors that differentiate their style from peers.

Transportation revolution: investing in the evolution of the automotive industry

Transportation revolution: investing in the evolution of the automotive industry

Richard Clode, Graeme Clark and Alison Porter, portfolio managers in the UK-based Global Technology Team, discuss why transportation revolution is an exciting new investment theme within the team’s portfolios. The team explains how they are investing within this powerful secular growth theme, which is being driven by the convergence of artificial intelligence and the availability of vast amounts of data.

Global warning: the case for low carbon investing, today

Global warning: the case for low carbon investing, today

Hamish Chamberlayne, investment manager for Janus Henderson’s global sustainable equity strategy, explains why climate change remains the biggest investment issue of our lifetime.

Global warning: the case for low carbon investing, today

Global warning: the case for low carbon investing, today

Hamish Chamberlayne, investment manager for Janus Henderson’s global sustainable equity strategy, explains why climate change remains the biggest investment issue of our lifetime.

Essentials: Overview of the Janus Henderson Horizon China Fund
Investment Viewpoints

Essentials: Overview of the Janus Henderson Horizon China Fund

In this ‘Essentials’ video, Charlie Awdry, China equities manager, provides a brief introduction to the Henderson Horizon China Fund.

Topics covered include:

• Fund objective and investment approach
• Why invest in Chinese stocks?
• How does the fund use shorts to generate additional returns?
• Why invest in the fund?

Essentials: Overview of the Janus Henderson Horizon China Fund
Investment Viewpoints

Essentials: Overview of the Janus Henderson Horizon China Fund

In this ‘Essentials’ video, Charlie Awdry, China equities manager, provides a brief introduction to the Henderson Horizon China Fund.

Topics covered include:

• Fund objective and investment approach
• Why invest in Chinese stocks?
• How does the fund use shorts to generate additional returns?
• Why invest in the fund?

Essentials: the Pan European Equity strategy in three minutes
Investment Viewpoints

Essentials: the Pan European Equity strategy in three minutes

In this ‘Essentials’ video, European equities manager Tim Stevenson provides a summary of the Henderson Horizon Pan European Equity strategy. He explains what differentiates the fund and explains where the opportunities currently lie within European equities.