Le marché du crédit à la croisée des chemins ?

par James Cielinski

il y a 2 semaines
Jim Cielinski, Global Head of Fixed Income chez Janus Henderson Investors, analyse trois facteurs clés susceptibles de déterminer l'orientation des marchés du crédit.
Plus…
Debt build-up in debt collectors

par 

il y a 1 mois

​The Corporate Credit Team at Janus Henderson Investors looks at some of the factors that are encouraging them to be cautious towards companies operating in the debt collection sector.

Plus…
Global equity income: good dividend growth expectations

par Ben Lofthouse

il y a 2 mois

​Ben Lofthouse, Head of Global Equity Income, believes that, despite being in a rising interest rate environment, dividend growth expectations are good for 2018, buoyed by new tax legislation and the recovery in commodity prices.

Plus…
De la convergence à la divergence

par 

il y a 2 mois

Les autres banques  centrales s'écartent-elles de la politique de resserrement de la Réserve Fédérale américaine ? Plusieurs gérants obligataires de Janus Henderson Investors évaluent les implications pour les marchés obligataires.

Plus…
New Janus Henderson Global Dividend Index

par 

il y a 2 mois

​Download Edition 18 of the Janus Henderson Global Dividend Index report for more insights and dividend trends from around the world.

Plus…
Has market volatility impacted global dividend growth expectations?

par Ben Lofthouse

il y a 3 mois
In this video update Ben Lofthouse, Head of Global Equity Income, discusses the reasons behind the market rotation in a ‘fascinating’ Q1 2018, examines whether recent volatility has affected dividend growth expectations and provides his outlook for global equity income investors.
Plus…
Thoughts and bonds: navigating rising rates

​‘Thoughts and bonds’ provides a quarterly view and outlook for the fixed income markets from the Fundamental Fixed Income team, where they share their insights on potential investment risks and opportunities.

Plus…
Essentials: a 'balanced' US equity and bond strategy

​This video provides an introduction to the actively managed US equity and fixed income strategy run by equity specialists Maco Pinto and Jeremiah Buckley, and fixed income experts Darrell Watters and Mayul Saigal.

Plus…
Bill Gross video: Where next? Interpreting latest data reads (March 2018)

par Bill Gross

il y a 4 mois
In this video, Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, discussing the outlook for risk assets, the pace of US Federal Reserve rate hikes and the dilemma facing central banks.
Plus…
What now for global equity income investors?

par Ben Lofthouse

il y a 4 mois
In this video update Ben Lofthouse, Head of Global Equity Income, assesses markets from an income perspective, identifies where the team is finding the best opportunities and examines the outlook for dividend growth.
Plus…
Quick view: Italian elections - a fixed income perspective

par Tom Ross

il y a 5 mois

​Tom Ross, Portfolio Manager within Janus Henderson's Global Credit Team, considers the impact of the Italian elections on fixed income markets as populist parties make gains.

Plus…
Why did global dividends reach a record $1.252tn in 2017?

par Ben Lofthouse

il y a 5 mois
Ben Lofthouse, Head of Global Equity Income, speaks to Bloomberg TV about the key findings from the latest Janus Henderson Global Dividend Index, a long-term study of global dividend trends. He examines the reasons why global dividends rose by 7.7% on a headline basis to a record $1.252 trillion in 2017.
Plus…
Quick Global Equity Income view: Anatomy of a sell-off

par Ben Lofthouse

il y a 5 mois

​Ben Lofthouse, Head of the Janus Henderson Global Equity Income Team, examines the effects of the recent equity market sell-off on European cyclical and defensive stocks.

Plus…
Vidéo de Bill Gross : Et maintenant ? Décodage des récentes publications de données (février 2018)

par Bill Gross

il y a 5 mois
Dans cette vidéo, Bill Gross, gérant des portefeuilles obligataires, s'entretient avec Bloomberg Surveillance au sujet des dernières données concernant les salaires aux États-Unis. Il évoque les facteurs susceptibles d'encourager la Fed à poursuivre le relèvement des taux, la direction des taux réels et la forme de la courbe des rendements.
Plus…
Thoughts and bonds - a balancing act

'Thoughts and bonds' provides a quarterly view and outlook for the fixed income markets from the Fundamental Fixed Income team, giving insights on potential risks and opportunities ahead.

Plus…
Market GPS - Outlook 2018

par 

il y a 6 mois

In this issue of Market GPS, investment professionals at Janus Henderson share their insight on some of the key questions facing investors, including what might trigger volatility, whether central bank efforts to normalise monetary policy may prove disruptive and who are the likely winners from technological innovation.

Plus…
Les obligations, les hommes, il était temps

par Bill Gross

il y a 6 mois

Bill Gross explique, dans ses dernières perspectives d'investissement, pourquoi un marché baissier modéré s'est installé sur les obligations.​

Plus…
Bill Gross video: Where next? Interpreting latest data reads (January 2018)

par Bill Gross

il y a 6 mois
In this video Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, discussing factors dampening wage growth and other subjects such as the shape of the US yield curve and high yield valuations.
Plus…
Bill Gross video: Where next? Interpreting latest data reads (December)

par Bill Gross

il y a 7 mois
In this video Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, exploring why wage growth remains subdued and whether conditions may create a Minsky moment (crisis that typically follows an extended period of growth or speculation).
Plus…
Perspectives d'investissement de Bill Gross

par Bill Gross

il y a 7 mois

Dans son dernier Investment outlook, Bill Gross aborde différents aspects des marchés financiers et examine le rôle du crédit dans les modèles financiers, en expliquant en quoi la faiblesse des taux d'intérêt limite la "protection" des actifs risqués.​

Plus…

Un message important