Asian Credit: where returns may actually match risk

par Nick Maroutsos

il y a 1 semaine

​Nick Maroutsos, Co-Head of Global Bonds, sets out some of the reasons why Asia ex-Japan debt offers a potentially attractive destination for globally-minded bond investors.

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Downturn implications and a reconvergence of rates

par Jenna Barnard

il y a 1 semaine

​Jenna Barnard, Co-Head of Strategic Fixed Income, explores the options for meaningful policy easing by developed market central banks in the face of the current downturn in global activity.

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Asia – beyond the trade war

par Andrew Gillan

il y a 2 semaines

​Andrew Gillan, Head of Asia Pacific ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses why he believes investors should remain invested in Asia despite the short-term challenges. He also reflects on the five years he has been managing the strategy.

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​Global equities: a disciplined approach to market uncertainty

par Steve Weeple

il y a 3 semaines

​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.

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Libra : effet de mode vs réalité

par Alison Porter

il y a 3 semaines

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.

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Do you remember the Great Financial Crisis?

par John Pattullo

il y a 1 mois

​John Pattullo, Co-Head of Strategic Fixed Income, explains how after the failure of QE to generate any sustainable growth or inflation the dial has turned to various forms of fiscal policy. But as he argues, a successful formula has to combine fiscal and monetary policies with structural reform.

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Économie de l’eau : Problématiques et investissement

par George Crowdy

il y a 1 mois
George Crowdy, gérant de portefeuille au sein de l’équipe Investissement socialement responsable Monde (ISR) dirigée par Hamish Chamberlayne, examine les problématiques liées à la fiabilité et à la sécurité de l’approvisionnement en eau tout en montrant comment une meilleure utilisation des données et technologies donne une raison d’être optimiste.
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Élections européennes : beaucoup de bruit pour rien

par Ollie Beckett

il y a 1 mois

Les résultats des élections européennes changent-ils la donne pour les investisseurs européens ?

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Using the 1890s as a guide to bond investing (not the 1980s)

par Jenna Barnard

il y a 2 mois

​Jenna Barnard, Co-Head of Strategic Fixed Income, confesses to not all birthday gifts being a delight to receive but a book from 1892, found by chance in a second-hand book dealer, turned out to be a rare birthday present gem. Its lessons on investing are not only instructive but shine a light on the predicament facing bond investors today.

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The Fed’s decision: Steady rates today – but lower down the road?

par Nick Maroutsos

il y a 2 mois

​Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s decision at its May policy meeting to keep rates steady and why the central bank’s next move could be a rate cut.

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Zone restreinte - Quand la politique empiète sur le domaine des banques centrales

par Nick Maroutsos

il y a 2 mois

Alors que l'indépendance des banques centrales semble menacée, Nick Maroutsos, co-responsable des Obligations internationales chez Janus Henderson Investors, explique que la démarcation entre banques centrales et politique manque de clarté.

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EM equities: positioning and opportunities (Q2 2019 update)

​The Janus Henderson Global Emerging Market Equities Team provides an update on the Janus Henderson Global Emerging Market Equities All-Cap Strategy, covering market performance, investment activity, portfolio positioning and their outlook for the asset class.

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Positive outlook for dividends

par Ben Lofthouse

il y a 3 mois
In this video update Ben Lofthouse, Head of Global Equity Income, discusses where he sees risks and opportunities for income investors, and explains that while global dividend growth could moderate in 2019 it is still expected to be positive.
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Maximiser les opportunités: l'importance de la corrélation et de la diversification

par Nick Maroutsos

il y a 3 mois


Nick Maroutsos, co-responsable mondial de la Gestion Obligataire, considère qu'il est important de comprendre l'idée de corrélation pour parvenir à la diversification.

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China’s disruptive internet companies

par Richard Clode

il y a 3 mois
Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses his recent trip to Hong Kong, where he met with a number of Chinese internet companies.
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The Long View: beware of the side effects of OPM (Other People’s Money)

​The Janus Henderson Global Emerging Market Equities Team has long believed in carefully considering how, as minority shareholders, they are aligned with the interests of the owners of the companies in which they invest. In the following article, the team explains why they look for capital allocators that associate OPM (other people’s money) with fragility and the risk of a permanent loss of capital.

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How did they miss it? Central bankers and the global economic downturn…

par Jenna Barnard

il y a 3 mois

​Jenna Barnard, Co-Head of Strategic Fixed Income, explains how and why so many major central banks have been wrong-footed on economic growth in their countries and around the globe.

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China’s role on the global stage

par Charlie Awdry

il y a 3 mois
Charlie Awdry, China equities portfolio manager, discusses how disruption is playing out in China and the potential disruptive impact of China on global markets going forward. 
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Asian equities: drivers and opportunities

par Andrew Gillan

il y a 3 mois
In this video, Andrew Gillan, Head of Asia ex Japan Equities at Janus Henderson Investors, discusses the reasons behind the recent rally in the region’s equity markets and the potential opportunities for investors over the long term.
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China: more room to rally?

par Charlie Awdry

il y a 3 mois
Charlie Awdry, China equities portfolio manager, discusses the drivers behind the recent rally in the Chinese equity markets, how the portfolio is positioned, and the potential for further strong performance in the coming months.
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