Voor financiële professionals in Nederland

Vooruitzichten wereldwijd

Global Dividend Index

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

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

INZICHTEN

Meld je aan voor relevante inzichten rechtstreeks in je inbox

Going global for income generation
Investment Viewpoints

Going global for income generation

Nick Maroutsos, Co-Head of Global Bonds, explains why – despite the Federal Reserve’s history of dovishness – higher interest rates are likely to stay in the US. He suggests bond investors need to react accordingly, potentially looking globally for the most attractive risk-adjusted income opportunities.

Fixed Income Insight: Redefining core fixed income
Investment Viewpoints

Fixed Income Insight: Redefining core fixed income

In this Fixed Income Insight, Nick Maroutsos, Dan Siluk and Jason England explain the importance of redefining what core fixed income allocations may look like going forward.

How will ongoing interest rate divergence impact bond markets?
Investment Viewpoints

How will ongoing interest rate divergence impact bond markets?

Jenna Barnard, Co-Head of Strategic Fixed Income, explains how the persistence of interest rate divergence remains central to the team’s thinking on the outlook for the bond markets.

Opportunities in absolute return income – topical themes
Investment Viewpoints

Opportunities in absolute return income – topical themes

Dan Siluk, co-manager of the Janus Henderson Absolute Return Income Fund, covers a number of topics on fixed income markets, including questions about Australia, BBB and curve positioning.

Navigating the drug pricing debate
Investment Viewpoints

Navigating the drug pricing debate

When the Trump administration introduced a ‘blueprint’ to lower drug prices in May, the pharmaceutical industry breathed a sigh of relief. Andy Acker and Ethan Lovell, Portfolio Managers of the Global Life Sciences strategy, discuss.

Why short duration now
Investment Viewpoints

Why short duration now

Members of the Janus Henderson Global Bonds Team explain why the return of positive real interest rates comes at a welcome time.

Strategic Fixed Income: the turn of the global liquidity cycle

Strategic Fixed Income: the turn of the global liquidity cycle

Jenna Barnard, Co-Head of Strategic Fixed Income, explains the team’s thinking on the bond markets, which revolves around the themes of interest rate divergence and US dollar strength.

Strategic Fixed Income: a big regime shift in inflation? No.

Strategic Fixed Income: a big regime shift in inflation? No.

In this video, the Co-Heads of Strategic Fixed Income, John Pattullo and Jenna Barnard, share their assessment of the impact of rising inflation expectations in developed markets and whether higher inflation will take root.

Essentials: a ‘balanced’ US equity and bond strategy

Essentials: a ‘balanced’ US equity and bond strategy

This video provides an introduction to the actively managed US equity and fixed income strategy run by equity specialists Maco Pinto and Jeremiah Buckley, and fixed income experts Darrell Watters and Mayul Saigal.

Strategic Fixed Income — let’s talk inflation
Investment Viewpoints

Strategic Fixed Income — let’s talk inflation

Ahead of the release of US inflation data tomorrow, Co-Head of Strategic Fixed Income, Jenna Barnard, discusses the markets’ fixation on a regime shift in inflation and the resulting impact on government bonds. The Strategic Fixed Income Team, however, see a different scenario playing out in the long term.

Essentials: Strategic Fixed Income
Investment Viewpoints

Essentials: Strategic Fixed Income

In this ‘Essentials’ video, Co-Heads of the Strategic Fixed Income at Janus Henderson Investors, John Pattullo and Jenna Barnard, provide an overview of the team’s philosophy and approach to investments, while outlining the factors that differentiate their style from peers.