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.

Global Fixed Income Compass

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

INZICHTEN

Meld je aan voor relevante inzichten rechtstreeks in je inbox

High yield: op jacht in overlapgebied

High yield: op jacht in overlapgebied

In deze video bespreekt Tom Ross, portefeuillebeheerder corporate credit, de wereldwijde high yield-markt, geeft hij een vooruitblik voor de korte termijn, en licht hij toe of het aantal wanbetalingen zal toenemen en waar de beste kansen liggen.

Is US monetary strength reversing?

Is US monetary strength reversing?

US money growth, on a range of measures, picked up significantly during H2 2019.

ECB — one for the specialists

ECB — one for the specialists

Andrew Mulliner, Portfolio Manager Global Bonds, shares his views on the outcome of today’s European Central Bank meeting, which as he explains was expected to be the hors d’oeuvre of the ECB’s policy review; in reality it was more akin to a notification that the ECB would be cooking dinner.

UK employment rise no obstacle to rate cut

UK employment rise no obstacle to rate cut

UK rate cut sceptics argue that a rise of 135.000, or 0.5%, in the number of employees in the three months to November from the prior three months signals a strong labour market and will give MPC doves a reason to climb down.

Chinese firms less downbeat on credit conditions

Chinese firms less downbeat on credit conditions

A fall in Chinese money growth during H2 2019, especially in real terms, suggests that the economy will remain weak through H1 2020.

Early 2020 money data key for global outlook

Early 2020 money data key for global outlook

Six-month growth of global (i.e. G7 plus E7) real narrow money is estimated to have been unchanged at 2.4% (not annualised) in December, based on monetary data covering 70% of the aggregate and near-complete CPI inflation data.

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.

Chinese nominal GDP confusion: slowdown confirmed

The Chinese GDP numbers released on Friday appeared to show a strong pick-up in nominal growth in Q4.

Is China recovering?

Chinese official activity data for December mostly surprised positively, echoing an earlier PMI revival.

Zouden beleggers in 2020 hoog moeten inzetten?

Zouden beleggers in 2020 hoog moeten inzetten?

Tom Ross, corporate credit portefeuillebeheerder, bekijkt de verwachtingen voor high yield-obligaties in 2020.

Meld je aan voor relevante inzichten rechtstreeks in je inbox

UK inflation slump piles pressure on tardy MPC

UK inflation slump piles pressure on tardy MPC

The forecast here a year ago was that the MPC would cut Bank rate to 0.5% during 2019.

A “monetarist” perspective on current equity markets

A “monetarist” perspective on current equity markets

The baseline scenario in our previous quarterly commentary was that global economic momentum, having bottomed in Q3 2019, would remain weak in early 2020 before strengthening towards mid-year.

US inventory cycle yet to bottom

US inventory cycle yet to bottom

The modest revival in the global manufacturing PMI in late 2019, on the view here, partly reflects a bottoming out of the global stockbuilding (inventory) cycle.