Prospettive globali

Global Dividend Index

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

Global Fixed Income Compass

Quarterly insight from our fixed income teams 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.

APPROFONDIMENTI

Iscriviti per ricevere gli approfondimenti più interessanti direttamente nella tua casella di posta

UK inflation slump piles pressure on tardy MPC
Prospettive globali

UK inflation slump piles pressure on tardy MPC

The forecast here a year ago was that the MPC would cut Bank rate to 0.5% during 2019.

A “monetarist” perspective on current equity markets
Prospettive globali

A “monetarist” perspective on current equity markets

The baseline scenario in our previous quarterly commentary was that global economic momentum, having bottomed in Q3 2019, would remain weak in early 2020 before strengthening towards mid-year.

US inventory cycle yet to bottom
Prospettive globali

US inventory cycle yet to bottom

The modest revival in the global manufacturing PMI in late 2019, on the view here, partly reflects a bottoming out of the global stockbuilding (inventory) cycle.

Chinese credit conditions still tight
Prospettive globali Cina

Chinese credit conditions still tight

A recent pick-up in Chinese PMIs has boosted recovery hopes but the view here, based on monetary trends, is that such optimism is premature.

Margine di crescita? Prospettive per le azioni statunitensi a fine ciclo

Margine di crescita? Prospettive per le azioni statunitensi a fine ciclo

I gestori multi-asset statunitensi Marc Pinto e Jeremiah Buckley illustrano le opportunità azionarie nelle fasi finali dell’attuale ciclo economico.

Multi-asset 2020 outlook: Climbing the wall of worry

Multi-asset 2020 outlook: Climbing the wall of worry

Paul O’Connor, Head of the UK Multi-Asset Team, considers whether or not markets can continue to defy gravity in 2020, as we move into a post-stimulus era.

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

Diversified Alternatives 2020 outlook: Out of the Goldilocks zone?

Will 2019 be considered the last hurrah? Could 2020 mark the beginning of a new era of volatility for global markets? David Elms, Head of Diversified Alternatives, gives some insight into where he sees the most attractive areas of opportunity, and what this might mean for investors.

Diversified Alternatives 2020 outlook: Out of the Goldilocks zone?

Will 2019 be considered the last hurrah? Could 2020 mark the beginning of a new era of volatility for global markets? David Elms, Head of Diversified Alternatives, gives some insight into where he sees the most attractive areas of opportunity, and what this might mean for investors.

Is market optimism premature?
Prospettive globali

Is market optimism premature?

The long-standing view here has been that global economic momentum would bottom around Q3 2019 but remain weak into H1 2020.

Iscriviti per ricevere gli approfondimenti più interessanti direttamente nella tua casella di posta

Azioni vs. obbligazioni statunitensi: due importanti tendenze da monitorare nel 2020
Prospettive globali

Azioni vs. obbligazioni statunitensi: due importanti tendenze da monitorare nel 2020

Disruption e spesa dei consumatori: saranno queste le due tendenze principali da monitorare nel 2020?

Chinese money trends suggesting PMI relapse
Prospettive globali

Chinese money trends suggesting PMI relapse

Hopes of a rebound in Chinese industrial output growth have been boosted by a pick-up in the Markit manufacturing PMI to the top of its range in recent years.

UK economy still stagnant / recessionary

UK economy still stagnant / recessionary

UK monthly GDP / gross value added (GVA) for October will be released on 10 December, two days before the election. GDP is currently estimated to have fallen by 0.16% in August and 0.07% in September, with the September level 0.10% below the Q3 average.