Type: SICAV

Qu’est-ce que l’immobilier coté a apporté récemment aux marchés ?

par Guy Barnard, Tim Gibson

il y a 2 semaines

« Real Matters » livre les dernières analyses et réflexions de l’équipe Actions foncières internationales de Janus Henderson. Dans le troisième article de cette série, Tim Gibson et Guy Barnard, co-responsables de la gestion Actions foncières internationales, reviennent sur la performance récente des REITs et sur les avantages qu’elles peuvent conférer du point de vue de la diversification.

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Macro signals — early signs often come from the ground

par John Pattullo

il y a 2 semaines

John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.

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Carnet de voyage de Charlie Awdry

par Charlie Awdry

il y a 2 semaines

Charlie Awdry, gérant du fonds Janus Henderson China Opportunities Fund, nous livre un témoignage sur la culture, les dynamiques d'entreprise et les tendances de consommation rapporté de son récent voyage de recherche en Chine.

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Evolution of the China opportunity set

par Charlie Awdry

il y a 2 semaines
In this video, Charlie Awdry, China equities portfolio manager, talking at the Janus Henderson 2019 UK Investment Conference, discusses the rapidly evolving Chinese consumer and the depth of opportunity the market affords to investors.  
 
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Digital Natives Come of Age

par Richard Clode

il y a 3 semaines
In this video, Richard Clode, Global Technology Portfolio Manager, talking at the Janus Henderson 2019 UK Investment Conference, describes how a convergence of technical trends and a digital generation ready to embrace change is likely to shape the future of companies.
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Le long terme : Carnet de voyage à Taïwan

par Glen Finegan

il y a 3 semaines

L’équipe de Janus Henderson spécialisée dans les actions émergentes internationales a séjourné récemment à Taïwan, un pays qui a été un vivier d’entreprises de grande qualité ces dernières années. Dans cet article, l’équipe examine les pri​ncipaux constats, ainsi que les risques et les opportunités décelés au cours de son séjour.

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Haut Rendement – Gérer un ralentissement

par Seth Meyer, Thomas Hanson, Tom Ross

il y a 1 mois

Promo : les gérants de portefeuille de crédit Tom Ross, Thomas Hanson et Seth Meyer mettent en lumière l'environnement actuel du Haut Rendement par rapport aux cycles de resserrement passés et pointent la dispersion comme un allié possible de l'investisseur actif.

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Inflation: is that it?

par John Pattullo

il y a 1 mois
John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors, which in his opinion, indicate that current inflation is much more cyclical than structural.
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Global equities: Avoid short-term market ‘noise’

par Steve Weeple

il y a 1 mois
In this short video update, Portfolio Manager Steve Weeple explains why the UK-based Global Equities Team seeks to remove the harmful influence of short-term distractions and pressures. Instead, their focus is on high-quality and growing companies that are benefiting from long-term secular trends.
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Quick view: Brexit vote

par Ben Lofthouse

il y a 1 mois

​Ben Lofthouse, Head of Global Equity Income, provides his thoughts on the vote on Brexit by members of Parliament and the impact of the uncertainty that surrounds the UK’s future relationship with the European Union.  

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Equity moves, fund flows and fear

par Aneet Chachra

il y a 1 mois

Aneet Chachra, portfolio manager within the Alternatives team, asks whether fund flows affect equity prices.

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Global Natural Resources: the silver lining of a downturn

par David Whitten

il y a 2 mois

​David Whitten, Head of Global Natural Resources, explains how discipline through the downturn in commodities has left natural resource companies leaner, more efficient and ultimately more profitable.

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Fresh focus on fundamentals

par Jennifer James

il y a 2 mois
Jennifer James, Lead Analyst within the Emerging Markets (EM) Credit team, provides an overview of what is driving markets within EM. She explains why the oil price is often misunderstood, why a quieter political calendar in 2019 could see a fresh focus on fundamentals and the areas that the team is avoiding and favouring in the short term.
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Five years on: Janus Henderson Horizon Global High Yield Bond Fund

par Seth Meyer, Tom Ross

il y a 2 mois

​The Janus Henderson Horizon Global High Yield Bond Fund reached its five year milestone on 19 November 2018. Discover what has been behind the strong performance in the fund and the managers' outlook for the near term

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QE is dead, long live enhanced forward guidance and reinvestments

par Andrew Mulliner

il y a 2 mois

​Andrew Mulliner, portfolio manager within the Global Bonds team, reveals an inconsistency within the European Central Bank’s decision to end quantitative easing.

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Flexibility in a low yield world

par Andrew Mulliner

il y a 2 mois
Andrew Mulliner, Portfolio Manager within Global Bonds shares his views on where we are in the economic cycle, pointing out that the rising rates environment is not a global phenomenon.
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European video outlook: investor positioning will matter in 2019

par John Bennett

il y a 2 mois
Is it a good time to look at Europe for bargains? In this video, John Bennett, Director of European Equities at Janus Henderson, considers the case for active management in Europe in 2019. He also discusses why he thinks investors should remember the importance of ‘quaint’, old-fashioned metrics like valuation, cash flow and balance sheets.
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Strategic Fixed Income: visible signs of a late-cycle world

par Jenna Barnard, John Pattullo

il y a 2 mois
A concoction of elements all point to the fact that the global economy is now definitively in the late-cycle stage, while narrative fallacies flourish in the markets. 
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Perspectives on US high yield

par Seth Meyer

il y a 2 mois
In this video, Portfolio Manager Seth Meyer discusses the US high-yield fixed income market, including how it has changed compared with ten years ago and the current health of fundamentals and technicals within the sector.
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Is Europe an undervalued prospect for long-term growth?

par James Ross, Tim Stevenson

il y a 2 mois

​Tim Stevenson and James Ross, Co-Managers on the Janus Henderson Horizon Pan European Equity Fund, reflect on the prospects for European equities in 2019, at a time of political uncertainty and slowing economic growth. Tim addresses his upcoming retirement, while James looks at the fund’s strategic positioning, in the search for high-quality/high-return businesses capable of generating higher returns in future.

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