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.

APPROFONDIMENTI

Iscriviti per ricevere gli approfondimenti più interessanti direttamente nella tua casella di posta

UK politics: new leader, old problems
Vista rapida

UK politics: new leader, old problems

​Paul O’Connor, Head of the UK-based Multi-Asset team, discusses confirmation of Boris Johnson’s appointment as UK Prime Minister and the highly uncertain outlook for Brexit that he, and his divided government must navigate, and the likely market response.

Quick view: “An ounce of prevention”, interest rate cuts signalled by the Fed

Quick view: “An ounce of prevention”, interest rate cuts signalled by the Fed

​Oliver Blackbourn, a Fund Manager on the UK-based Multi-Asset Team, discusses the strong likelihood that the FOMC will deliver a rate cut at their July meeting – and beyond.

US-China trade negotiations — another ceasefire
Vista rapida

US-China trade negotiations — another ceasefire

Paul O’Connor, Head of the UK-based Multi-Asset Team, shares his views on the meeting between the US and China at the G20 Summit in Osaka and explains why the ceasefire does not necessarily mean an end to the trade war.

Fed serving up what the market is craving
Vista rapida

Fed serving up what the market is craving

In this video update, Co-Head of Global Bonds Nick Maroutsos and Fixed Income Portfolio Manager Jason England explain why they believe the US Federal Reserve (Fed) was correct not to cut rates at their latest meeting on Wednesday 19 June, and discuss which factors may justify a move lower in July.

Quick view: Fed’s dovish stance
Vista rapida

Quick view: Fed’s dovish stance

With the US economy potentially slowing, the Federal Reserve says it does not expect to raise rates in 2019. Nick Maroutsos, Co-Head of Global Bonds, explains what that could mean for investors.

Quick view: Fed’s dovish stance
Vista rapida

Quick view: Fed’s dovish stance

With the US economy potentially slowing, the Federal Reserve says it does not expect to raise rates in 2019. Nick Maroutsos, Co-Head of Global Bonds, explains what that could mean for investors.

Quick view: Brexit ball in the EU’s court
Vista rapida

Quick view: Brexit ball in the EU’s court

The UK parliament voted on several amendments to the Brexit withdrawal agreement yesterday — only two were passed. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the outcome of the votes and the implications for the next round of negotiations on Brexit.

Quick view: Brexit vote
Vista rapida

Quick view: Brexit vote

​Ben Lofthouse, Head of Global Equity Income, provides his thoughts on the vote on Brexit by members of Parliament and the impact of the uncertainty that surrounds the UK’s future relationship with the European Union.

Quick view: Amazon takes on healthcare
Vista rapida

Quick view: Amazon takes on healthcare

Rich Carney, Healthcare Services Analyst with the US-based Janus Henderson Healthcare Sector Team, responds to news that Amazon, Berkshire Hathaway, and JPMorgan Chase plan to form an independent healthcare company to lower costs for their employees.

Quick view: healthcare – Amazon’s next disruption target?
Megatrend Vista rapida

Quick view: healthcare – Amazon’s next disruption target?

Alison Porter, Graeme Clark, and Richard Clode, Portfolio Managers within the Janus Henderson Global Technology Team, provide their views on the news that Amazon, JP Morgan and Berkshire Hathaway are forming an alliance with the aim of lowering healthcare costs for the companies’ employees.

Quick view: healthcare – Amazon’s next disruption target?
Megatrend Vista rapida

Quick view: healthcare – Amazon’s next disruption target?

Alison Porter, Graeme Clark, and Richard Clode, Portfolio Managers within the Janus Henderson Global Technology Team, provide their views on the news that Amazon, JP Morgan and Berkshire Hathaway are forming an alliance with the aim of lowering healthcare costs for the companies’ employees.