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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Brexit day: shift gets real

Brexit day: shift gets real

As the UK’s membership of the EU officially ends, Paul O’Connor, Head of the UK Multi-Asset Team, takes a pragmatic look at the next steps in the Brexit process, and considers what that might mean for investors.

Ridurre l’inquinamento causato dalla plastica

Ridurre l’inquinamento causato dalla plastica

Hamish Chamberlayne, Head of SRI, spiega come l’utilizzo responsabile della plastica sia un criterio importante per valutare la sostenibilità di un’azienda.

La prossima fase della trasformazione tecnologica
Megatrend

La prossima fase della trasformazione tecnologica

Jeremiah Buckley, Cogestore del Fondo Janus Henderson Balanced Fund, e Doug Rao, Cogestore di Janus Henderson US Forty Fund, discutono quale potrebbe essere la prossima fase della trasformazione tecnologica e delle possibili implicazioni in termini di investimenti.

Powerplay: geopolitical manoeuvres and their corporate impact

Powerplay: geopolitical manoeuvres and their corporate impact

​Geopolitical risk continues to be top of mind for investors, particularly the shifting global balance of power from west to east as showcased by the escalating trade friction between China and the US. Charlie Awdry, China equities portfolio manager and Richard Clode, Global Technology portfolio manager, provide candid views on this evolving issue and its significance on how they invest.

Investment themes that matter – Market GPS discussion
Megatrend

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.

Breaking down plastic pollution: Part II

Breaking down plastic pollution: Part II

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.

BBB debt — it’s complicated
Megatrend

BBB debt — it’s complicated

​Nicholas Ware, Portfolio Manager within the Strategic Fixed Income team, discusses the unusually rapid growth of the BBB market for bonds and the implications for the high yield market given where we are in the economic cycle.

Breaking down plastic pollution

Breaking down plastic pollution

Hamish Chamberlayne, Head of SRI, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.

Digital Natives Come of Age
Megatrend Tecnologia

Digital Natives Come of Age

In this video, Richard Clode, Global Technology Portfolio Manager, talking at the Janus Henderson 2019 UK Investment Conference, describes how a convergence of technical trends and a digital generation ready to embrace change is likely to shape the future of companies.

Il cambiamento non è nulla di nuovo
Megatrend

Il cambiamento non è nulla di nuovo

Società come Amazon e Google stanno facendo molto di più che sfidare il solo scenario digitale: siamo semplicemente di fronte all’ultima evoluzione in fatto di disruption sui mercati?

Keep Up! Technological disruption is accelerating
Megatrend

Keep Up! Technological disruption is accelerating

Converging trends are creating the perfect storm for further disruption in the technology sector. Richard Clode, Global Technology Portfolio Manager, comments on the opportunities that may lie ahead and how to avoid the potential pitfalls that the associated hype may bring.

Keep Up! Technological disruption is accelerating
Megatrend

Keep Up! Technological disruption is accelerating

Converging trends are creating the perfect storm for further disruption in the technology sector. Richard Clode, Global Technology Portfolio Manager, comments on the opportunities that may lie ahead and how to avoid the potential pitfalls that the associated hype may bring.