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.

Janus Henderson Corporate Debt Index

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

Global Dividend Index

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

Vooruitzichten voor aandelen

Inzichten van onze aandelenteams om klanten te helpen de markten door te komen en om te gaan met de komende opportuniteiten.

Vooruitzichten voor obligaties

Driemaandelijkse achtergrondinformatie van onze vastrentende teams om klanten te helpen de markten het hoofd te bieden en te profiteren van kansen.

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ECB — one for the specialists
Quick Views Rente

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.

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

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

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
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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
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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 UK-based Multi-Asset team, gives some insight into his expectations for the upcoming UK general election and what might follow.

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

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.

A hawkish rate cut
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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
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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.

Brexit update – curb your enthusiasm
Quick Views Brexit

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.