Real rates matter more than inversion

par Ashwin Alankar, Myron Scholes

il y a 1 jour

​An inverted US yield curve, with short-term interest rates higher than long-term ones, is seen as a recession warning. Janus Henderson’s Myron Scholes, Chief Investment Strategist, and Ash Alankar, Head of Global Asset Allocation, argue that monetary policymakers should worry more about the excess of yields over inflation.

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Tail Risk Report: September 2018 - Steady as you go

par Ashwin Alankar

il y a 1 jour

​Janus Henderson's US-based Multi-Asset Solutions Team present their latest tail risk report, using options market prices to infer expected tail gains and losses for each asset class. Current tail-based sharpe ratios suggest that, in general, the level of expected upside to downside for equities remains in line with historic averages, while inflation-sensitive assets sit at an average level of attractiveness.

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Suivez la cadence ! La perturbation technologique s'accélère

par Richard Clode

il y a 5 jours

La convergence des tendances forme la conjoncture parfaite pour permettre une nouvelle perturbation dans le secteur de la technologie. Richard Clode, gérant Actions technologiques internationales, nous fait part de ses commentaires sur les opportunités qui pourraient se présenter à l'avenir et explique comment éviter les pièges éventuels du tapage médiatique qui y est associé.

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Jittery investors feel butterflies as divergence replaces central bank put

par Ashwin Alankar

il y a 1 semaine

​Ash Alankar, Head of Global Asset Allocation at Janus Henderson, believes that as central banks begin to step back other forces are stepping up, making markets more multidimensional.

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Tail Risk Report: August 2018 - Attractiveness continues to be elusive

par Ashwin Alankar, Myron Scholes

il y a 2 semaines

Janus Henderson's US-based Multi-Asset Solutions Team present their latest tail risk report, using options market prices to infer expected tail gains and losses for each asset class. The options market implies that the three broad asset classes - growth, capital preservation and inflation - are unattractive at present.

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L'essor pharmaceutique de la Chine

par Andy Acker, Ethan Lovell

il y a 3 semaines

Résumé : Ethan Lovell, co-gérant de la stratégie Global Life Sciences de Janus Henderson, explique comment la Chine devient un marché à forte croissance pour les sociétés biopharmaceutiques.​

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Le marché du crédit à la croisée des chemins. Faut-il s'en inquiéter ?

par James Cielinski

il y a 3 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.
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WeWork – a marriage made in heaven?

par Guy Barnard, Tim Gibson

il y a 3 semaines
‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the second article in the series, Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, explore WeWork, the flexible office space provider, and discuss the company’s role as both a landlord and a tenant from a real estate perspective. Tim also provides a video summary.
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Rio Tinto’s mining sector disruption

par David Whitten, Tim Gerrard

il y a 3 semaines

David Whitten, Head of Janus Henderson’s Global Natural Resources Team, and Tim Gerrard, Senior Analyst, discuss how Rio Tinto’s emphasis on technology and world-first innovation is redefining mining operations.

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Actions émergentes: notes de voyage - Inde

par Stephen Deane

il y a 1 mois

L'équipe actions émergentes internationales de Janus Henderson s'est récemment rendue à Mumbai lors d'un voyage à travers l'Inde, le Sri Lanka et le Moyen-Orient. Le gérant Stephen Deane présente les principaux risques, oppor​tunités et conclusions tirés de ce voyage.

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New Janus Henderson Global Dividend Index

par 

il y a 1 mois

​Download Edition 19 of the Janus Henderson Global Dividend Index report for more insights and dividend trends from around the world.

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View from EM Credit desk: assessing the fallout from Turkey’s crisis

par Steve Drew

il y a 1 mois

Steve Drew, Head of Emerging Market (EM) Credit, provides an update on the current situation in Turkey and shares the team’s views on what could lie in store for the country and the likelihood of contagion from the crisis to the rest of the globe.

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Global monetary update: still weak

par Simon Ward

il y a 1 mois

Six-month growth of real narrow money in the G7 economies and seven large emerging economies appears to have fallen back in July while remaining above its February low.

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China update: mixed monetary / leading indicator signals

par Simon Ward

il y a 1 mois

​The OECD this week released June data for its composite leading indicators. As expected, the G7 measure fell further, with the US component as well as the Japanese / European indicators now signalling below-trend economic growth.

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Essentials: Total Return Bond Strategy

par Andrew Mulliner, Ryan Myerberg

il y a 1 mois
In this ‘Essentials’ video, Andrew Mulliner and Ryan Myerberg, portfolio managers within Global Bonds, outline the key features of the Total Return Bond strategy, which benefits from a global, unconstrained and flexible approach to fixed income investing.
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Tail Risk Report: July 2018 – Growth is fading

par Ashwin Alankar, Myron Scholes

il y a 2 mois

​Janus Henderson's US-based Multi-Asset Solutions Team present their latest tail risk report, using options market prices to infer expected tail gains and losses for each asset class. The options-implied signals, for the first time in two years, no longer favour equities as the most attractive asset class.

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Navigating the drug pricing debate

par Andy Acker, Ethan Lovell

il y a 2 mois

​When the Trump administration introduced a ‘blueprint’ to lower drug prices in May, the pharmaceutical industry breathed a sigh of relief. Andy Acker and Ethan Lovell, Portfolio Managers of the Global Life Sciences strategy, discuss.

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Un canari dans la mine de charbon

par Hartej Singh

il y a 2 mois

Hartej Singh, gérant de portefeuille, explique ce que les augmentations sectorielles de l'offre et les pondérations de l'indice ont impliqué par le passé et pourquoi cela les conduit à agir avec prudence sur les obligations du secteur de la technologie, de l'immobilier et de la santé.

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Why short duration now

par Daniel Siluk

il y a 2 mois

Members of the Janus Henderson Global Bonds Team explain why the return of positive real interest rates comes at a welcome time.

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Thoughts and bonds: dealing with divergence

​‘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.

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