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.

Fixed Income Perspectives

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

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Het einde van Schrödingers brexit?

Het einde van Schrödingers brexit?

Hoe zijn de vooruitzichten voor Britste aandelen in 2020 nu het besluit over brexit gevallen is? Luke Newman, portefeuillebeheerder van de UK Absolute Return Strategy, deelt zijn gedachten over risico’s en kansen die hij – voor de komende maanden – op lange en korte termijn ziet.

UK Absolute Return: flexibility is the tool of choice for 2020

UK Absolute Return: flexibility is the tool of choice for 2020

Luke Newman, portfolio manager on the UK Absolute Return strategy, gives his thoughts on UK markets as we move further into 2020, outlining key issues to note – both macroeconomic and political – that are likely to have an impact on share prices in the months ahead.

Brexit day: shift gets real

Brexit day: shift gets real

As the UK’s membership of the EU officially ends, Paul O’Connor, Head of the UK Multi-Asset Team, takes a pragmatic look at the next steps in the Brexit process, and considers what that might mean for investors.

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.

Rondetafelgesprek beleggingen: de Verwachtingen voor de wereldeconomie

Onze senior wereldwijde portefeuillebeheerders reageren op veelgestelde vragen van beleggers over de wereldwijde economische vooruitzichten.

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.

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.