Prospettive globali

Global Dividend Index

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

Janus Henderson Corporate Debt Index

L’indice Corporate Debt è la prima edizione di uno studio a lungo termine sulle tendenze dell’indebitamento delle società in tutto il mondo, sulle opportunità di investimento e sui rischi che comporta.

Prospettive Reddito Fisso

L'analisi trimestrale dei nostri team obbligazionari per aiutare i clienti ad affrontare i mercati e le opportunità future.

Prospettive azionarie

Le analisi dei nostri team azionari per aiutare i clienti ad affrontare i mercati e le opportunità future.

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.

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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.

Analisi Fed: ancora manovre accomodanti

Analisi Fed: ancora manovre accomodanti

Il Co-Head di Global Bonds, Nick Maroutsos, ci spiega perché ritiene che la decisione della Fed di mantenere i tassi invariati nel corso del meeting di gennaio dovrebbe supportare il contesto positivo per i mercati azionari e obbligazionari nel 2020 e perché, se il mercato dovesse cedere, la Fed correrà ai ripari.

ECB — one for the specialists

ECB — one for the specialists

Andrew Mulliner, Portfolio Manager Global Bonds, shares his views on the outcome of today’s European Central Bank meeting, which as he explains was expected to be the hors d’oeuvre of the ECB’s policy review; in reality it was more akin to a notification that the ECB would be cooking dinner.

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
Vista rapida Brexit

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
Vista rapida Brexit

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

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

A hawkish rate cut

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

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.