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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Segnali di allarme in vista per le società indebitate: quali sono le implicazioni per gli investimenti?

Segnali di allarme in vista per le società indebitate: quali sono le implicazioni per gli investimenti?

Con il proseguire delle misure di isolamento, molte società devono affrontare timori per la liquidità e il debito: esiste un modo per distinguere tra vincitori e perdenti? Luke Newman, gestore di portafogli di azioni britanniche, offre alcune riflessioni sulle opportunità e sui rischi per gli investitori long e short.

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.

Outlook Multi-Asset (secondo trimestre 2020) – opportunità nella volatilità

Outlook Multi-Asset (secondo trimestre 2020) – opportunità nella volatilità

Paul O’Connor, responsabile del team Multi-Asset con sede nel Regno Unito, passa in rassegna un primo trimestre pesante per i mercati finanziari di tutto il mondo. Paul illustra l’impatto della pandemia di coronavirus sulle diverse classi di asset e prende in esame gli indicatori positivi e negativi su cui si fonda la sua analisi delle prospettive di mercato per i restanti mesi del 2020.

UK election: A winter of contentment?
Newsroom Brexit Regno Unito

UK election: A winter of contentment?

UK equities long/short manager Luke Newman gives his views on what an unexpectedly large Conservative majority in the UK election has meant for markets, giving some insight into early post-vote trading activity.

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.

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.

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.

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. 

UK Absolute Return: flexibility key amid market rotation

UK Absolute Return: flexibility key amid market rotation

Luke Newman, portfolio manager on the UK Absolute Return strategy, outlines positioning in light of the recent rotation in equity markets. He also discusses the importance of investing in highly liquid areas of the market.

How will ongoing interest rate divergence impact bond markets?

How will ongoing interest rate divergence impact bond markets?

Jenna Barnard, Co-Head of Strategic Fixed Income, explains how the persistence of interest rate divergence remains central to the team’s thinking on the outlook for the bond markets.