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Global Dividend Index

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

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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.

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Labour market watch: softer US jobs confidence

Labour market watch: softer US jobs confidence

​Today’s Conference Board consumer survey provides more evidence that economic weakness is spreading to the labour market. An indicator combining consumer assessments of current job-finding difficulty and prospects in six months’ time rose to a 14-month high in June.

Tell Tail Signs: June 2019 – Signs of inflation continue…

Tell Tail Signs: June 2019 – Signs of inflation continue…

​Janus Henderson’s US-based Multi-Asset Solutions Team present their latest Tail Risk Report, using market prices to infer expected tail gains and losses for each asset class. In May, signals continued to forewarn that inflation may not be dead.

Labour market watch: more downbeat news

Labour market watch: more downbeat news

The view here remains that global economic weakness is spreading to labour markets, implying that it is becoming entrenched and will require more significant policy easing to reverse. Three news items in recent days are consistent with this development.

China’s disruptive internet companies

China’s disruptive internet companies

Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses his recent trip to Hong Kong, where he met with a number of Chinese internet companies.

China’s role on the global stage

China’s role on the global stage

Charlie Awdry, China equities portfolio manager, discusses how disruption is playing out in China and the potential disruptive impact of China on global markets going forward.

How do tech IPOs perform in their first year?

How do tech IPOs perform in their first year?

Aneet Chachra, portfolio manager within the Alternatives team, takes a quantitative look at US tech initial public offerings (IPOs) and how they have historically performed post-launch.

OECD leading indicators still weakening

OECD leading indicators still weakening

​The OECD’s composite leading indicators support the expectation here of a further loss of global economic momentum into mid-2019.

Global money trends still downbeat

Global money trends still downbeat

Additional monetary data released last week confirm that global six-month real narrow money growth ticked higher in November / December. Growth, however, remains below its range over 2009-17 – a sustained further increase is needed to warrant a shift away from economic pessimism. January global manufacturing PMI results, meanwhile, are consistent with the forecast here of a joint downturn in the stockbuilding and business investment cycles.​

2016 replay?

2016 replay?

​Claims are being made that current economic / market conditions resemble those in early 2016.

Aandelen uit opkomende markten: duurzaamheid beoordelen – meer dan alleen vinkjes zetten

Aandelen uit opkomende markten: duurzaamheid beoordelen – meer dan alleen vinkjes zetten

Het Janus Henderson Global Emerging Market Equities Team hanteert dezelfde benadering voor het beoordelen van duurzaamheid als voor andere aspecten van een bedrijf. Daarbij doet het meer dan alleen maar vinkjes zetten. In het onderstaande artikel maakt het team duidelijk waarom het genereren van beleggingsrendement over de lange termijn in hun ogen door de aard ervan beleggen in duurzaamheid is.

Money for nothing, right tails for free
Vooruitzichten wereldwijd

Money for nothing, right tails for free

Aneet Chachra, portfolio manager within the Diversified Alternatives team, looks at the disconnect between share valuations and option market pricing and what this might imply for European equities.

The alternative view – storing cash

The alternative view – storing cash

​Aneet Chachra and Steve Cain, Portfolio Managers within the Diversified Alternatives team at Janus Henderson, look at the maturity profiles on Treasuries compared with their ‘risk of loss’ history to reach conclusions about where value might lie within shorter maturities.