Zone géographique: International

New Janus Henderson Global Dividend Index

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il y a 1 jour

​Download Edition 22 of the Janus Henderson Global Dividend Index report for more insights and dividend trends from around the world.

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China may have upper hand in escalating trade war with US

par Ashwin Alankar

il y a 4 jours
In this video, Dr Ashwin Alankar, Head of Global Asset Allocation, discusses why China may have patience on its side in its escalating trade war with the US.
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Greed is Good?

par Nick Watson

il y a 2 semaines
​Nick Watson, fund manager on the UK-based Janus Henderson Multi-Asset Team, argues that understanding a company's environmental, social and governance risks can be vital in enhancing clients' long term returns.
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Low carbon investing - win/win?

par Hamish Chamberlayne, CFA

il y a 2 semaines
Low carbon is an important feature of our investment approach: the Janus Henderson Global Sustainable Equity strategy has been low carbon for 28 years. There is a clear moral imperative to transition to a low carbon economy – but does it also make investment sense?
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Disruption from the perspective of a Global Futurist

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il y a 2 semaines

Disruptive forces permeate all corners of the globe. At a recent Janus Henderson Knowledge Exchange event in Australia, Chris Riddell, Global Futurist, discusses the latest disruptive forces that he believes will shake up the norm.

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

par Jenna Barnard

il y a 3 semaines

​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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« Medicare pour tous » : le secteur de la santé peut-il s'en remettre ?

par Andy Acker

il y a 3 semaines

 Il y a peu, une proposition visant à étendre Medicare (le régime public d'assurance-maladie américain) et à éliminer l'assurance privée aux États-Unis a durement frappé les valeurs du secteur de la santé. Andy Acker, gérant de portefeuille et Rich Carney, Analyste dans l’équipe dédiée aux sciences de la vie en explorent les conséquences pour les investisseurs.

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

par Nick Maroutsos

il y a 3 semaines

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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Was it really the best quarter for 21 years?

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il y a 1 mois

​Global equities have enjoyed one of their best starts to a year in 2019. Valerie Azuelos, Managing Director at Intech, explains what Intech’s proprietary risk metrics say about stocks now.

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Positive outlook for dividends

par Ben Lofthouse

il y a 1 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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Global Sustainable Equity : actualité et opportunités (mise à jour T1 2019)

par Hamish Chamberlayne, CFA

il y a 1 mois

Hamish Chamberlayne, gérant de portefeuille de la stratégie Global Sustainable Equity de Janus Henderson, s'exprime au sujet des derniers événements qui ont eu une influence sur le monde de l'Investissement socialement responsable (ISR) ainsi que sur le positionnement, les performances et l'activité du fonds.

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Maximiser les opportunités: l'importance de la corrélation et de la diversification

par Nick Maroutsos

il y a 1 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 1 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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Have we returned to a Goldilocks economy?

par James Cielinski

il y a 1 mois

​Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.

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

par Jenna Barnard

il y a 1 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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Global stocks rebound: what's next?

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il y a 1 mois
​​March 2019 edition of Global Sector Views, featuring an equity market overview from Carmel Wellso, along with updates for each of the six Research sectors.
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Un marché européen du haut rendement à la saveur très américaine

par Tim Winstone, Tom Ross

il y a 2 mois

Tom Ross et Tim Winstone, gérants de portefeuille de crédit, examinent les raisons pour lesquelles les entreprises américaines empruntent sur les marchés obligataires européens et pourquoi cela peut créer des opportunités pour les investisseurs.

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Breaking down plastic pollution: Part II

par Hamish Chamberlayne, CFA

il y a 2 mois

Hamish Chamberlayne, Head of SRI, follows up on the impact of a slew of new legislation that aims to reduce the irresponsible use of plastic and the opportunities for 'early responders' to new consumer demand to cut waste.

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