Prospettive globali

Global Dividend Index

Il JHGDI è uno studio a lungo termine sull'andamento dei dividendi globali.

Fixed Income Perspectives

Quarterly insight from our fixed income team to help clients navigate the markets and opportunities ahead.

Market GPS - Prospettive d'investimento per il 2020

Quali sono le questioni più urgenti per gli investitori a livello mondiale? I responsabili delle nostre asset class esprimono le loro opinioni riguardo ai temi da monitorare il prossimo anno nei segmenti Azioni, Obbligazioni e Investimenti alternativi.

Global Snapshot

The Janus Henderson Global Snapshot explores the themes driving markets, the trends to watch, market returns and metrics, and the Multi-Asset Team’s outlook for regions and sectors at quarter end.

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A targeted fiscal response cannot erase all the risks

A targeted fiscal response cannot erase all the risks

Nick Maroutsos explains that while the relief bill enacted by the US government in late March targeted the right segments of the economy, rising solvency risk may merit additional action.

Credit over equities — coupons over dividends?

Credit over equities — coupons over dividends?

Jenna Barnard, and Nicholas Ware, members of the Strategic Fixed Income Team, share their views on the recent bout of market activity, with large companies accessing the capital markets and the stream of dividend cut announcements in Europe.

Coronavirus and global real estate – a review of Q1 2020

Coronavirus and global real estate – a review of Q1 2020

In this video Guy Barnard, Co-Head of Global Property Equities, discusses how the team has been operating amid the coronavirus lockdown, the effects on the market so far, and explains why no significant portfolio changes have been warranted.

Macro Outlook: Opportunity amid volatility

Macro Outlook: Opportunity amid volatility

Paul O’Connor, Head of the UK-based Multi-Asset Team, reviews a momentous first quarter for investment markets worldwide. He discusses the impact of the coronavirus pandemic across asset classes and covers the positive and negative indicators that are guiding his views on market prospects for the remainder of 2020.

Multi-asset outlook (Q2 2020) – opportunity amid volatility

Multi-asset outlook (Q2 2020) – opportunity amid volatility

Paul O’Connor, Head of the UK-based Multi-Asset Team, reviews a momentous first quarter for investment markets worldwide. He discusses the impact of the coronavirus pandemic across asset classes and covers the positive and negative indicators that are guiding his views on market prospects for the remainder of 2020.

ISG Insight: Too far, too fast – Is it time to add credit?

ISG Insight: Too far, too fast – Is it time to add credit?

At its recent meeting in March the Investment Strategy Group (ISG) discussed the sell-off in asset markets and the implications for credit.

Cosa significa Knowledge. Shared per te

Noi di Janus Henderson crediamo fermamente nella condivisione delle opinioni degli esperti per migliorare le decisioni aziendali e di investimento.

Abbiamo ribattezzato questa filosofia "Knowledge. Shared

Liquidity crisis begins to heal — Strategic Fixed Income view

The coronavirus crisis continues to impact economies and markets but the liquidity crisis is seemingly beginning to heal. Jenna Barnard, Co-Head of Strategic Fixed Income, shares her views on the latest developments and explains why the team favour investment grade bonds now and how they are less bullish on government bonds going forward.

Global Sustainable Equity: weathering the storm

Hamish Chamberlayne, Portfolio Manager on the Global Sustainable Equity strategy, discusses the current coronavirus-related market uncertainty and how a sustainable approach can help to weather the storm.

The coronavirus is reshaping the landscape and the adoption of technology

The coronavirus is reshaping the landscape and the adoption of technology

Denny Fish, portfolio manager in the Global Technology & Innovation Team, discusses how the team is navigating the coronavirus pandemic and why this period may have long-lasting positive implications for the sector.

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COVID-19: Research beyond the headlines

COVID-19: Research beyond the headlines

Carmel Wellso, Director of Research, examines the implications of the COVID-19 pandemic on financial markets and discusses what Janus Henderson’s team of analysts from around the world are evaluating, including long-term behavioural changes.

Webinar di aggiornamento macro con Simon Ward

Webinar di aggiornamento macro con Simon Ward

Riascolta il webinar di aggiornamento macroeconomico e eventuali impatti del COVID-19 virus sull’economia con il nostro economista Simon Ward (Al 26 marzo 2020)

La forza finanziaria delle azioni del settore tecnologico è la chiave per resistere alla tempesta coronavirus

La forza finanziaria delle azioni del settore tecnologico è la chiave per resistere alla tempesta coronavirus

Alison Porter, Graeme Clark e Richard Clode, del team Global Technology di Janus Henderson, ci spiegano perché il settore della tecnologia sembra ben posizionato per affrontare l’incertezza causata dal coronavirus e mettono in evidenza il modo in cui gestori attivi come loro si stanno fortemente focalizzando sulla forza finanziaria delle aziende.