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

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Quick view: UK election signals inflows and takeovers

Quick view: UK election signals inflows and takeovers

In this video, Laura Foll, UK equities portfolio manager, outlines the initial reaction of markets to the clear Conservative majority in the UK election. She also looks at the two key longer-term implications for investors in the UK equity market.

UK election reaction: continuity and change

UK election reaction: continuity and change

Paul O’Connor, Head of the UK Multi-Asset Team, gives his reaction to the UK election result and what it means for the Brexit process.

Quick view: clarity for Christmas

Quick view: clarity for Christmas

Bethany Payne and Andrew Mulliner, Portfolio Managers within the Global Bonds Team, give their reaction to the UK election result in which the Conservatives took a meaningful majority.

La decisione della Fed colpisce il bersaglio sbagliato

La decisione della Fed colpisce il bersaglio sbagliato

Sebbene il Co-Head di Global Bonds Nick Maroutsos concordi con la decisione della Federal Reserve (Fed) degli Stati Uniti di mantiene stabili i tassi di riferimento, è preoccupato che il rischio per i mercati dei prestiti a breve termine rimanga elevato fintantoché la banca centrale americana non affronterà i problemi dell’infrastruttura post-crisi del mercato.

UK election: A Tory win might be good for UK equities, but just for Christmas
Vista rapida Regno Unito

UK election: A Tory win might be good for UK equities, but just for Christmas

What impact might a Tory victory have on UK assets? James de Bunsen, portfolio manager in Janus Henderson’s UK-based Multi-Asset team, gives some insight into his expectations for the upcoming UK general election and what might follow.

Trovare valore nelle obbligazioni in un contesto di tassi negativi

Trovare valore nelle obbligazioni in un contesto di tassi negativi

Jim Cielinski, Global Head of Fixed Income, fornisce la sua opinione su alcuni importanti fattori macroeconomici che stanno guidando i mercati obbligazionari

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

A hawkish rate cut

A pause after October’s rate cut in the US may make sense in the short term, but greater accommodation may be necessary over the long haul.

Draghi: whatever he could
Vista rapida Europa

Draghi: whatever he could

Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset Team, comments on the imminent departure of Mario Draghi’s as ECB leader on 31 October 2019, as the ECB itself potentially reaches the limits of what it can achieve using the levers of monetary policy.

Quick view: The art of the deal
Vista rapida Brexit

Quick view: The art of the deal

Paul O’Connor, Head of the UK-based Multi-Asset Team, casts a wary eye over the latest push to get a Brexit agreement over the line.

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Brexit update – curb your enthusiasm

Brexit update – curb your enthusiasm

Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the market reaction to the last minute plot twist emerging from the Brexit negotiations. 

Fed leaves market with cliffhanger
Vista rapida

Fed leaves market with cliffhanger

​The US Federal Reserve lowered its benchmark rate at its September meeting, but is divided about whether further cuts will be needed this year. Co-Head of Global Bonds, Nick Maroutsos, says the stance creates uncertainty for investors and ignores structural challenges in the global economy.

Argentina: tears flow as markets tumble

Argentina: tears flow as markets tumble

Jennifer James, portfolio manager within the Global Bonds Team, discusses the fallout from the shock primary election results in Argentina in August, exploring what this might mean for Argentina’s asset markets and other emerging economies.