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.

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.

Equity Perspectives

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

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Internet companies: a lollapalooza of forces

Internet companies: a lollapalooza of forces

Jamie Ross, Portfolio Manager of the Pan European Equity Strategy, and Analyst Redinel Korfuzi, investigate how some companies have used disruptive situations to emerge stronger and explore the lollapalooza of forces which can often lead to an outcome that is much larger than the sum of the parts.

E l’inflazione?

E l’inflazione?

John Pattullo, Co Head of Strategic Fixed Income, condivide le sue opinioni sulla domanda che i clienti pongono più di frequente in questo periodo: “E l’inflazione?”

Breaking the link: GDP declines and default rates

Breaking the link: GDP declines and default rates

Jenna Barnard and Nicholas Ware, Portfolio Managers in the Strategic Fixed Income Team, muse over how low corporate default rates may prove to be despite the pandemic-induced economic shock.

Investors need to think again about the role of government bonds

Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, considers the impact of monetary policy stimulus on government bond yields worldwide, and discusses what this may mean for investors looking to maintain risk and diversification in their portfolios.

So… what about inflation?

So… what about inflation?

John Pattullo, Co-Head of Strategic Fixed Income, shares his views on the most frequently asked question by clients these days: “what about inflation?”

What a return to ‘normal’ could mean for equities

What a return to ‘normal’ could mean for equities

In our ongoing video series on COVID-19, a discussion of the pandemic’s trajectory, vaccine development and investment considerations post-crisis.

The shape of credit (English)

The shape of credit (English)

Portfolio managers on the Absolute Return Income Strategy look at the factors shaping credit markets from central bank support to potential resilience from financials.

The shape of credit

The shape of credit

Portfolio managers on the Absolute Return Income Strategy look at the factors shaping credit markets from central bank support to potential resilience from financials.

China: a steady early recovery but a moderation expected (English)

China: a steady early recovery but a moderation expected (English)

In this Q&A, May Ling Wee from the China Equities Team, comments on the key issues impacting China’s recovery post COVID-19 and stock market performance year-to-date.

Winners and losers from the falling oil price

Winners and losers from the falling oil price

Daniel Sullivan, Head of Global Natural Resources, discusses the recent oil price movements and its implications for resources companies.

Tech revolution: is NVIDIA driving the next AI wave? (English)

Tech revolution: is NVIDIA driving the next AI wave? (English)

Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss the recent launch of Ampere, NVIDIA’s latest graphics accelerator, which looks set to be a gamechanger for the development of cloud computing, artificial intelligence and gaming graphics.

La grande rotazione

La grande rotazione

Paul O’Connor, Responsabile del Multi-Asset Team con sede nel Regno Unito, commenta i notevoli rialzi dei mercati nelle ultime settimane e analizza i fattori a suo avviso necessari per sostenere una ripresa a V.