Prospettive globali

Global Dividend Index

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

APPROFONDIMENTI

Quick view: UK prorogation fever

Quick view: UK prorogation fever

​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.

Trade wars, ESG and demographics in China: your questions answered

Trade wars, ESG and demographics in China: your questions answered

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.

Eliminazione della commissione di performance per alcuni fondi

Eliminazione della commissione di performance per alcuni fondi

Si prega di notare che la commissione di performance dei seguenti fondi è stata eliminata a partire dal 1° luglio 2019.

Cobalt: saying ‘no’ to child labour

Cobalt: saying ‘no’ to child labour

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.

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.

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.

Cosa significa Knowledge. Shared per te

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

HGI_DNA_1
Keep Up! Technological disruption is accelerating
Megatrend

Keep Up! Technological disruption is accelerating

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.

The Chinese disruption paradox
Megatrend

The Chinese disruption paradox

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.

Vademecum su cosa fare, e su cosa non fare, nel gioco della disruption
Megatrend

Vademecum su cosa fare, e su cosa non fare, nel gioco della disruption

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.

Sustainability & disruption: natural twins
Megatrend

Sustainability & disruption: natural twins

Hamish Chamberlayne, Portfolio Manager of the Global Sustainable Equity Strategy, discusses how these interlinked themes are penetrating every sector of the economy

Market GPS: Azioni e obbligazioni USA – Investire in un panorama in divenire

Market GPS: Azioni e obbligazioni USA – Investire in un panorama in divenire

Sbalordito dalla resilienza dei mercati, il Portfolio Manager Marc Pinto ci spiega perché ritiene che gli investitori non debbano farsi scoraggiare dall’incremento della volatilità, a fronte di un contesto favorevole per le azioni. Nel frattempo, Darrell Watters, Head of Fundamental Fixed Income degli Stati Uniti, paventa uno scenario difficile per i mercati del credito.