Vooruitzichten wereldwijd

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.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Markt GPS Beleggingsvooruitzichten 2020

Wat zijn de belangrijkste thema’s voor beleggers wereldwijd en hoe zullen die zich in het komende jaar ontwikkelen? Onze Asset Class Heads geven hun visie op beleggingsthema's voor 2020.

Fixed Income Perspectives

Quarterly insight from our fixed income team to help clients navigate the markets and opportunities ahead.

INZICHTEN

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Office isn’t the next retail

Office isn’t the next retail

The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?

COVID-19: Understanding the science & investment implications (Part 5)

COVID-19: Understanding the science & investment implications (Part 5)

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

Woningen: blijf thuis, blijf veilig

Woningen: blijf thuis, blijf veilig

Guy Barnard, Tim Gibson en Greg Kuhlvan het Global Property Equities Team bespreken hoe Covid-19 de woningmarkt beïnvloedt, zowel vanuit het perspectief van de verhuurder als van de huurder, en hoe de beleggingscasus voor de sector er op de lange termijn uitziet.

The case for high yield bonds

The case for high yield bonds

Using a combination of eight charts and tables, corporate credit portfolio managers Seth Meyer and Tom Ross consider some of the potential risks and opportunities within the high yield sector of fixed income.

Technology for good: supporting the fight against COVID-19

Technology for good: supporting the fight against COVID-19

Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss how ‘big tech’ companies are helping communities and governments through the pandemic and the implications this may have on the regulation of the technology sector.

Quick view: the MPC maintains its stance

Quick view: the MPC maintains its stance

Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, responds to the MPC’s dovish view on prospects for the UK economy, although risks remain skewed to the downside.

Wat Knowledge Shared voor jou betekent

Bij Janus Henderson geloven we in het delen van deskundige inzichten voor betere zakelijke en beleggingsbeslissingen.

Ons credo is dan ook Knowledge Shared.

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COVID-19: Understanding the science & investment implications (Part 4)

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

Warning signs ahead for indebted companies: what are the investment implications?

With many companies facing concerns over liquidity and debt as lockdowns continue, is there a way to distinguish between the winners and losers? Luke Newman, UK equities portfolio manager, gives his thoughts on the opportunities and risks for both long and short investors.

Trading bonds during a time of ferocity and velocity

Trading bonds during a time of ferocity and velocity

Neil Rayner, Head of US Fixed Income Trading, discusses bond liquidity and the challenge of trading in illiquid markets as the COVID-19 coronavirus spreads.

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COVID-19: Understanding the science & investment implications (Part 3)

COVID-19: Understanding the science & investment implications (Part 3)

A new video series from our healthcare team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

Hou de reële economie goed in de gaten

Hou de reële economie goed in de gaten

Waarom financiële markten in consumptie-gedreven economieën als de Verenigde Staten zich uiteindelijk zouden moeten richten op de verwachtingen voor huishoudens.

ESG: technologie doet goed

ESG: technologie doet goed

Alison Porter, portefeuillebeheerder bij het Britse Global Technologie Team legt het belang van ESG uit bij beleggen in tech-aandelen en hoe het team het beheer van hun portefeuilles proactief benadert, met ESG in het achterhoofd.