Global Sustainable Equity: news and opportunities (Q3 2019 update)

par Hamish Chamberlayne

il y a 10 heures

​Hamish Chamberlayne, Portfolio Manager for the Janus Henderson Global Sustainable Equity Fund, discusses recent developments affecting the world of Sustainable & Responsible Investment (SRI), and the fund’s positioning, performance, and activity.

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Convergence returns to the fore

par James Cielinski

il y a 6 jours

​Jim Cielinski, Global Head of Fixed Income, provides his perspective on the recent slowdown in global growth and discusses the next steps for central banks.

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Globalisation: Sorry, Donald, it’s here to stay

par James Cielinski

il y a 1 semaine

Jim Cielinski, Global Head of Fixed Income, explains why globalisation is here to stay despite heightened populism.

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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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High yield bond: pushing boundaries

par Tom Ross

il y a 1 semaine

​The dovish tilt to global monetary policy should be supportive of asset prices in the near term but portfolio managers Tom Ross and Seth Meyer observe that an extension of the credit cycle does not mean abandoning selectivity within high yield bonds.

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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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Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)

par Paul O'Connor

il y a 1 semaine

Paul O'Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the outlook for multi-asset investors in Q3 in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors. 

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Investment themes that matter - Market GPS discussion
In this video, Co-Head of Equities Alex Crooke, Global Head of Fixed Income Jim Cielinski and Global Head of Multi-Asset and Alternatives Michael Ho explore the key themes shaping the investment landscape for the second half of 2019. Aligning with the Janus Henderson Mid-Year Market GPS outlooks, the discussion assesses potential impacts and opportunities for investors in the months ahead.
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Keeping perspective: growth and value stocks

par George Maris

il y a 3 semaines

​Witnessing the extended run of outperformance by growth stocks over the past decade, investors may be led to believe the present will repeat itself in the future. George Maris, Co-Head of Equities – Americas, urges investors to focus on fundamentals and consider opportunities that exist in both growth and value stocks. 

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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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Tell Tail Signs: June 2019 - Signs of inflation continue...

par Ashwin Alankar

il y a 1 mois

​Janus Henderson’s US-based Multi-Asset Solutions Team present their latest Tail Risk Report, using market prices to infer expected tail gains and losses for each asset class. In May, signals continued to forewarn that inflation may not be dead.

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Giving undue credit?

​Oliver Blackbourn & Jamie Sandells of the Janus Henderson UK-based Multi-Asset Team on the reported decrease in corporate credit quality and the impact on US IG corporate bond credit spreads.

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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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Credit where credit’s due

par Daniel Siluk, Nick Maroutsos

il y a 1 mois

​Nick Maroutsos and Daniel Siluk, Portfolio Managers on the Absolute Return Income Strategy, discuss the recent negative sentiment in global credit markets and remind us that not all credit is the same; sometimes it pays to delve more deeply into the reasons behind a particular rating.

 
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Breaking down plastic pollution: Part II

par Hamish Chamberlayne

il y a 1 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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Dovish central banks extend cycle: higher corporate credit allocation may be warranted

par Mayur Saigal

il y a 2 mois
Portfolio Manager Mayur Saigal discusses the fixed income landscape and why a higher allocation to corporate credit may be warranted today versus 2018.
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Options imply US may struggle to win trade war with China

Chinese President Xi Jinping has more tools at his disposal to deal with the potential negative effects of trade tariffs than his American counterpart Donald Trump, say Myron Scholes and Ash Alankar of the Janus Henderson Adaptive Asset Allocation Team.

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China may have upper hand in escalating trade war with US

par Ashwin Alankar

il y a 2 mois
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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