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

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Quick view: UK election signals inflows and takeovers

Quick view: UK election signals inflows and takeovers

In this video, Laura Foll, UK equities portfolio manager, outlines the initial reaction of markets to the clear Conservative majority in the UK election. She also looks at the two key longer-term implications for investors in the UK equity market.

UK election reaction: continuity and change
Quick Views Brexit VK

UK election reaction: continuity and change

Paul O’Connor, Head of the UK Multi-Asset Team, gives his reaction to the UK election result and what it means for the Brexit process.

Quick view: clarity for Christmas
Quick Views Brexit VK

Quick view: clarity for Christmas

Bethany Payne and Andrew Mulliner, Portfolio Managers within the Global Bonds Team, give their reaction to the UK election result in which the Conservatives took a meaningful majority.

Fed-beslissing richt zich op het verkeerde doel
Quick Views Rente

Fed-beslissing richt zich op het verkeerde doel

Co-Head of Global Bonds, Nick Maroutsos, is het eens met de Amerikaanse Federal Reserve om de referentierente ongewijzigd te laten maar maakt zich toch zorgen dat het risico op het kortetermijnkrediet hoog zal blijven zolang de centrale bank de problemen met de marktinfrastructuur sinds de financiële crisis niet oplost.

UK election: A Tory win might be good for UK equities, but just for Christmas

UK election: A Tory win might be good for UK equities, but just for Christmas

What impact might a Tory victory have on UK assets? James de Bunsen, portfolio manager in Janus Henderson’s Multi-Asset team, gives some insight into his expectations for the upcoming UK general election and what might follow.

Waarde vinden in obligaties tussen de negatieve rentes

Waarde vinden in obligaties tussen de negatieve rentes

Jim Cielinski, wereldwijd hoofd Fixed Income, deelt zijn perspectief op een aantal van de belangrijkste macro-economische factoren die de markten voor vastrentende effecten aansturen.

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.

A hawkish rate cut
Quick Views Rente

A hawkish rate cut

A pause after October’s rate cut in the US may make sense in the short term, but greater accommodation may be necessary over the long haul.

Draghi: whatever he could
Quick Views Europa

Draghi: whatever he could

Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset Team, comments on the imminent departure of Mario Draghi’s as ECB leader on 31 October 2019, as the ECB itself potentially reaches the limits of what it can achieve using the levers of monetary policy.

Quick view: The art of the deal
Quick Views Brexit

Quick view: The art of the deal

Paul O’Connor, Head of the UK-based Multi-Asset Team, casts a wary eye over the latest push to get a Brexit agreement over the line.

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Brexit update – curb your enthusiasm
Quick Views Brexit VK

Brexit update – curb your enthusiasm

Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the market reaction to the last minute plot twist emerging from the Brexit negotiations. 

Life in the conflict zone

Life in the conflict zone

Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the continuing trade war between China and the US, possible trade conflicts among other countries and how this has shaped his global outlook.

Quick view: Chinese yuan depreciates to critical level against the US dollar
Quick Views China

Quick view: Chinese yuan depreciates to critical level against the US dollar

Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.