Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset team, discusses the abrupt escalation in hostilities between the UK Parliament and a bellicose PM.
In this Q&A, May Ling Wee, China equities manager, responds to key concerns for investors in China, including the impact of trade friction, environmental, social and governance (ESG) factors as well as demographic issues. She also discusses how this is creating investment opportunities and favoured sectors.
Si prega di notare che la commissione di performance dei seguenti fondi è stata eliminata a partire dal 1° luglio 2019.
Ama Seery, analyst within the global Sustainable and Responsible Investment (SRI) Team headed by Hamish Chamberlayne, examines the explosive demand for cobalt to power new technologies and the many risks associated with its supply.
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.
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.
Noi di Janus Henderson crediamo fermamente nella condivisione delle opinioni degli esperti per migliorare le decisioni aziendali e di investimento.
Abbiamo ribattezzato questa filosofia "Knowledge. Shared
John Pattullo, Co-Head di Strategic Fixed Income, spiega come dopo il fallimento del QE volto a generare una crescita o un’inflazione sostenibile, l’accordo si sia rivolto a differenti forme di politica fiscale. Ma come sostiene, una formula di successo deve combinare politiche fiscali e monetarie insieme alle riforme strutturali.
Nick Maroutsos, Co-Head of Global Bonds, considers the importance of understanding correlation in terms of achieving diversification.
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.
Innovative internet companies are highly disruptive and increasingly dominant within the Chinese economy but they are regulated by the Communist Party, which perceives disruption to be a threat to the status quo. In this video update, Charlie Awdry discusses the interesting implications of this dynamic for investing in China.
Jenna Barnard, Co-Head dell’area Strategic Fixed Income, illustra in che modo un divario geografico disomogeneo in relazione alla tecnologia si stia fondendo con un mondo di prospettive divergenti in termini di crescita e tassi d’interesse.
Hamish Chamberlayne, Portfolio Manager of the Global Sustainable Equity Strategy, discusses how these interlinked themes are penetrating every sector of the economy
