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Prospettive globali

Sovereign Debt Index

L’indice Sovereign Debt è la prima edizione di uno studio a lungo termine sulle tendenze del debito pubblico in tutto il mondo, sulle opportunità d’investimento e sui rischi che comporta. L’indice misura la portata dei finanziamenti a cui ricorrono i governi mondiali attraverso il prestito, nonché la convenienza e la sostenibilità di tali strumenti messi a confronto con le tendenze globali.

Global Dividend Index

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

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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
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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.

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.

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.

Brexit update – curb your enthusiasm
Vista rapida Brexit

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
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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.

Quick view: ECB – Super Mario 2 (kitchen sink edition)
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Quick view: ECB – Super Mario 2 (kitchen sink edition)

Andrew Mulliner, Portfolio Manager on the Global Bonds Team, reflects on the European Central Bank’s decision to cut rates and bring back quantitative easing.

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.

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.

Learning from Argentina: The importance of balance in bond portfolios

Learning from Argentina: The importance of balance in bond portfolios

​The sudden rise of populist presidential candidate Alberto Fernández shook the Argentine markets and raised alarm bells among global bond investors. Portfolio Manager Seth Meyer discusses the lessons this volatility raises for bond investors, reminding them of the importance of trying to balance income and total return.