Back to homepage

Posts From Janus Henderson

Fixed Income Perspectives

Fixed Income Perspectives

🕔15:09, 20.Nov 2020

Market GPS Chairman Jerome Powell recently introduced the Fed’s new monetary policy strategy with a renewed commitment to achieving an average inflation target. The policy will require allowing infl ation to run above 2% to make up for persistently missing

Read Full Article
Verder kijken dan de verkiezingsvolatiliteit

Verder kijken dan de verkiezingsvolatiliteit

🕔13:24, 30.Oct 2020

Nu de presidentsverkiezingen in de VS naderen, wegen de markten de kansen af van een Democratische dan wel Republikeinse overwinning en wat de impact hiervan zal zijn op de aandelenmarkt. Sinds 1960 kent de S&P 500® Index in 80% van

Read Full Article
Anual Sustainability Report over 2019

Anual Sustainability Report over 2019

🕔14:48, 9.Oct 2020

One of the core attributes of sustainable investing is transparency, both in terms of how sustainable development is incorporated into an investment approach, and also in the subsequent reporting of results. Our transparent and consistent approach to sustainable investment is

Read Full Article
ISG Insight: Can the market’s immunity last?

ISG Insight: Can the market’s immunity last?

🕔09:32, 4.Aug 2020

The US economy has decisively rebounded from the lows reached in March and April, but momentum has waned in both the economy and the financial markets as …

Read Full Article
After the Virus: A Binary World

After the Virus: A Binary World

🕔08:10, 3.Jun 2020

As the world assesses what will change after the COVID-19 pandemic, Jim Cielinski, Head of Fixed Income, introduces the questions Janus Henderson expects to be key in setting investment strategy going forward. We seek to share the insights of our

Read Full Article
Finding value in the Covid-19 crisis – an ABS view

Finding value in the Covid-19 crisis – an ABS view

🕔15:39, 2.Jun 2020

At Janus Henderson we have long seen asset-backed securities (ABS) as a valuable component of diverse multi-sector credit portfolios; typically either …

Read Full Article
Janus Henderson Global Dividend Index Edition 26 May 2020

Janus Henderson Global Dividend Index Edition 26 May 2020

🕔10:00, 21.May 2020

Almost no pandemic impact on Q1 dividends, which rose 3.6% to a Q1 record of $275.4bn Underlying growth was 4.3%, in line with our forecast • Canada and US broke all-time quarterly records Q1 seasonally skewed to North America, so

Read Full Article
The Post-Crisis Recovery: V or a W?

The Post-Crisis Recovery: V or a W?

🕔15:04, 11.May 2020

Tell Tail Signs  This past quarter will be remembered as one of the most volatile and unique quarters in financial market history. A global pandemic threatening global health raged throughout the world, sending markets into free fall. Governments responded with

Read Full Article
Global Snapshot april 2020

Global Snapshot april 2020

🕔14:29, 8.May 2020

Policy response to crisis creating potential for medium-term inflationary boom 

Read Full Article
March mayhem: was your portfolio betrayed by beta?

March mayhem: was your portfolio betrayed by beta?

🕔16:56, 29.Apr 2020

Investors found few places to hide in the recent and sudden equity market drawdown. Even previously defensive, low-beta stocks weren’t exempt from losses. In this paper, we share our observations of an anomalous shift in equity betas across the market,

Read Full Article
Innovation and healthcare amid COVID-19

Innovation and healthcare amid COVID-19

🕔11:39, 3.Apr 2020

Portfolio Manager Andy Acker discusses how advances in healthcare have come into focus during the coronavirus pandemic and what that could mean for the sector in the long term. The equity sell-off amid the COVID-19 coronavirus outbreak has been remarkable

Read Full Article
Emerging Market Equities – China in uncharted territory

Emerging Market Equities – China in uncharted territory

🕔15:57, 17.Feb 2020

Key takeaways: While China and the US were keen to sign a ceasefire agreement (‘phase one’) to the trade war, substantive issues have been deferred until after the US election in November 2020. We should not expect significant stimulus from

Read Full Article
Global Sustainable Equity: actualiteitenen kansen

Global Sustainable Equity: actualiteitenen kansen

🕔10:04, 10.Feb 2020

Vanuit duurzaamheidsoptiek was 2019 een belangrijk jaar, waarin een hoofdrol was weggelegd voor een aantal milieugerelateerde gebeurtenissen die van invloed zijn op de economie. Terugkijkend zou dit jaar wel eens een keerpunt kunnen, zijn in het publieke bewustzijn en de

Read Full Article
High stock valuations demand a focus on quality in 2020

High stock valuations demand a focus on quality in 2020

🕔12:07, 23.Jan 2020

Late in the market cycle, Greg Kolb, Chief Investment Officer for Perkins Investment Management*, shares why he thinks investors would do well to focus on high–quality value or cyclical stocks, particularly outside the US.   Where do you see opportunities

Read Full Article
High stock valuations demand a focus on quality in 2020

High stock valuations demand a focus on quality in 2020

🕔14:32, 17.Jan 2020

Late in the market cycle, Greg Kolb, Chief Investment Officer for Perkins Investment Management*, shares why he thinks investors would do well to focus on high-quality value or cyclical stocks, particularly outside the US. *Perkins Investment Management is a subsidiary

Read Full Article
“Global economy stabilising but recovery not yet assured”

“Global economy stabilising but recovery not yet assured”

🕔13:33, 17.Jan 2020

Global Snapshot Trends to watch: US Fed on hold 13 of 17 participants at the December Federal Open Market Committee meeting expected current official rates to remain appropriate throughout 2020. The central bank injected liquidity via Treasury bill purchases and

Read Full Article
Market GPS – Equities Outlook 2020

Market GPS – Equities Outlook 2020

🕔07:55, 29.Nov 2019

Global equity markets delivered a roller-coaster ride for investors over the past year as worries about trade disputes and slowing economic growth escalated. Even so, equities continued to deliver large gains. By late October, the S&P 500 ® Index hit

Read Full Article
Policy easing stepped up as economic weakness extends

Policy easing stepped up as economic weakness extends

🕔13:01, 8.Nov 2019

Global Snapshot US Fed divisions The Federal Reserve’s Open Market Committee cut the Fed funds target rate by half a percentage point during Q3 but members were divided on the prospect of a further reduction. Core inflation rose to 1.8%

Read Full Article
De omvang van medische innovatie

De omvang van medische innovatie

🕔13:36, 5.Nov 2019

Het Global Life Sciences-team richt zich op innovaties, waaronder oplossingen voor de behandeling van hart- en vaatziekten, kanker en diabetes. Hartziekten veroorzaken bijvoorbeeld 17,9 miljoen sterfgevallen per jaar en kostten de wereld in 2010 voor $863 miljard aan zorg. Dat

Read Full Article
Options Markets Still Sniffing Inflation

Options Markets Still Sniffing Inflation

🕔09:30, 1.Oct 2019

Similar to last month, signals based on options market pricing continue to sound the alarm that we shouldn’t be so fast in writing off inflation risk. We see a greater risk of inflation moving higher than lower. While official price

Read Full Article
Intech Equity Market Stress Monitor®

Intech Equity Market Stress Monitor®

🕔18:23, 23.Sep 2019

We introduce a new risk profile of the equity market – a collection of five reliable indicators of market strain – to help identify different risk regimes and associated tail-risk. Conventional risk metrics such as standard deviation, VIX and GARCH

Read Full Article
Inflation Signals Holding Up

Inflation Signals Holding Up

🕔13:05, 16.Jul 2019

Tell Tail Signs Consistent with signals of the last two months, we see mild inflationary pressures emerging. Until April and May, our forward‑looking options-based measures had been showing no signs of inflation. But we are starting to see clues of

Read Full Article
Global Dividend index

Global Dividend index

🕔14:02, 21.May 2019

Despite concerns about the macro-economic environment, corporate profits and dividends have so far largely met expectations. Dividends grew 7.8% in Q1 on a headline basis to a first quarter record of US$263.3 billion, in line with their 2018 growth rate.

Read Full Article
The Silver Tsunami: Can REITs Help You Ride the Wave?

The Silver Tsunami: Can REITs Help You Ride the Wave?

🕔14:02, 28.Mar 2019

Tim Gibson, Guy Barnard and Greg Kuhl, Portfolio Managers for the Global Property Equities strategy, discuss how REITs can provide a way to capitalize on aging populations. 

Read Full Article
Global Dividend Index

Global Dividend Index

🕔07:02, 18.Feb 2019

Overview Global dividends rose to a record $1.37 trillion, up 9.3% on a headline basis Underlying growth, our core measure, was 8.5%, the best performance since 2015, and faster than the long-term trend* Nine in ten companies globally increased dividends

Read Full Article
Wereldwijde dividenden breken record in 2018, met een verdere stijging in 2019

Wereldwijde dividenden breken record in 2018, met een verdere stijging in 2019

🕔07:02, 18.Feb 2019

Volgens de Janus Henderson Global Dividend Index zijn de wereldwijde dividenden in 2018 gestegen naar recordhoogte, met een sterk vierde kwartaal voor de dividenduitkeringen ondanks een uitdagende omgeving voor de aandelenmarkten. De totale dividenden stegen met 9,3% naar USD 1,37

Read Full Article
Tail Risk Report

Tail Risk Report

🕔11:03, 22.Jan 2019

An outlook on asset classes based on potential tail gains and losses   Myriad forces at play in markets and the global economy have left investors scratching their heads and searching for some signs of clarity. Conflicting economic readings about the

Read Full Article
Is volatility a friend or a foe?

Is volatility a friend or a foe?

🕔11:02, 17.Jan 2019

 Volatility is usually seen as something bad, a foe to long-term performance; but the insights it provides may actually make it more of a friend that can be used to help strengthen portfolio resilience. Volatility’s historical relationship with market drawdowns

Read Full Article
Global sector views

Global sector views

🕔15:04, 27.Sep 2018

Market history is defined by milestones, and in recent months U.S. stocks have been hitting many. In August, the S&P 500® Index reached a record high and, by some measures, entered the longest bull market in the Index’s history. Shortly

Read Full Article
China’s pharma boom

China’s pharma boom

🕔15:03, 13.Sep 2018

How China is becoming a fast-growing market for biopharmaceutical companies When looking at recent earnings reports for biopharmaceutical companies, one trend stands out: an explosive rise in sales in China. During the second quarter of 2018, UK pharma giant AstraZeneca

Read Full Article
Our latest Global Outlook is being released at a challenging time for investors. Global growth has been weaker than anticipated so far this year, especially outside of the US. The Federal Reserve (Fed) is continuing to withdraw policy support amid solid domestic growth, limited spare capacity and looser fiscal policy. Oil prices have increased and are squeezing consumers’ real incomes. And long-feared geopolitical risks – such as a ratcheting up in trade policy tensions and the formation of a Eurosceptic government in Italy – have rapidly crystallised. Against this more dangerous and uncertain backdrop, risk assets have struggled to keep their head above water

Our latest Global Outlook is being released at a challenging time for investors. Global growth has been weaker than anticipated so far this year, especially outside of the US. The Federal Reserve (Fed) is continuing to withdraw policy support amid solid domestic growth, limited spare capacity and looser fiscal policy. Oil prices have increased and are squeezing consumers’ real incomes. And long-feared geopolitical risks – such as a ratcheting up in trade policy tensions and the formation of a Eurosceptic government in Italy – have rapidly crystallised. Against this more dangerous and uncertain backdrop, risk assets have struggled to keep their head above water

🕔01:02, 12.Aug 2018

Global Snapshot Our latest Global Outlook is being released at a challenging time for investors. Global growth has been weaker than anticipated so far this year, especially outside of the US. The Federal Reserve (Fed) is continuing to withdraw policy

Read Full Article
Our latest Global Outlook is being released at a challenging time for investors. Global growth has been weaker than anticipated so far this year, especially outside of the US. The Federal Reserve (Fed) is continuing to withdraw policy support amid solid domestic growth, limited spare capacity and looser fiscal policy. Oil prices have increased and are squeezing consumers’ real incomes. And long-feared geopolitical risks – such as a ratcheting up in trade policy tensions and the formation of a Eurosceptic government in Italy – have rapidly crystallised. Against this more dangerous and uncertain backdrop, risk assets have struggled to keep their head above water

Our latest Global Outlook is being released at a challenging time for investors. Global growth has been weaker than anticipated so far this year, especially outside of the US. The Federal Reserve (Fed) is continuing to withdraw policy support amid solid domestic growth, limited spare capacity and looser fiscal policy. Oil prices have increased and are squeezing consumers’ real incomes. And long-feared geopolitical risks – such as a ratcheting up in trade policy tensions and the formation of a Eurosceptic government in Italy – have rapidly crystallised. Against this more dangerous and uncertain backdrop, risk assets have struggled to keep their head above water

🕔01:02, 12.Aug 2018

Global Snapshot Our latest Global Outlook is being released at a challenging time for investors. Global growth has been weaker than anticipated so far this year, especially outside of the US. The Federal Reserve (Fed) is continuing to withdraw policy

Read Full Article
Signals and Smokescreens

Signals and Smokescreens

🕔14:04, 25.Jul 2018

Investing in China  As China transitions from being a ‘participant’ in globalisation into a ‘shaper,’ investors are looking to the region for its exciting opportunities. China’s growth story offers strong potential; but investors can be deterred by risks arising from

Read Full Article
Absolute Return Tailored for Risk and Governance Budgets

Absolute Return Tailored for Risk and Governance Budgets

🕔13:03, 11.Jul 2018

Case Study: Bespoke Solutions For years, institutions have turned to Intech® to complement their lineup of traditional managers. In 2016, one of our large European public clients approached us about building a bespoke investment solution to help them meet their

Read Full Article
Midyear market GPS

Midyear market GPS

🕔14:04, 2.Jul 2018

An update on our 2018 outlook At the end of 2017, we argued change was on the way for markets. Stocks and bonds had potential to grind higher thanks to a strong global economy, but rising interest rates could trigger

Read Full Article
Asian Equities: Short-Term Wobbles, but Long-Term Investment Case Still Sound

Asian Equities: Short-Term Wobbles, but Long-Term Investment Case Still Sound

🕔14:04, 25.Jun 2018

The drivers of recent Asian equity market performance After sustained underperformance relative to developed markets for a number of years, Asian equity markets stabilized in 2016 and then delivered very strong performance in 2017. This was driven by significant corporate

Read Full Article
Is historic China A-share inclusion encouraging Asia’s decoupling from emerging markets?

Is historic China A-share inclusion encouraging Asia’s decoupling from emerging markets?

🕔11:02, 6.Jun 2018

MSCI’s decision to include China A-shares (Shanghai and Shenzhen-listed stocks) in its indices is an important recognition of China’s economic weight. This follows the successful implementation of the Stock Connect scheme, which facilitates mutual market access between mainland China and

Read Full Article
Staying Levelheaded In A Heady Market

Staying Levelheaded In A Heady Market

🕔15:04, 1.Jun 2018

CIO Outlook Author and commentator David Brooks describes in his recent bestseller The Road to Character a cautious Dwight Eisenhower, the product of an upbringing and life emphasizing self-restraint. In his now famous final presidential speech to the nation (the

Read Full Article
Quick view: Italy – back to square one

Quick view: Italy – back to square one

🕔15:02, 29.May 2018

The latest news from Italy is that President Sergio Mattarella has vetoed the appointment of eurosceptic Paolo Savona as finance minister in the government that the anti-establishment Five Star Movement (M5S) was trying to form with the anti-euro, anti-immigration Lega

Read Full Article
Global Dividend Index Edition 18 May 2018

Global Dividend Index Edition 18 May 2018

🕔09:02, 21.May 2018

Executive Summary 2018 began strongly for global dividends, which rose 10.2% to $244.7bn on a headline basis*, a record for the first quarter The weak dollar flattered the headline growth rate but underlying growth was still 5.9%, continuing the encouraging

Read Full Article
Are investors too fearful?

Are investors too fearful?

🕔11:04, 14.May 2018

Nick Maroutsos and Daniel Siluk, fixed income portfolio managers at Janus Henderson Investors, discuss the prospects for markets and whether inflation and a flattening of the yield curve are causes for concern. The global economy is demonstrating strong, synchronised growth.

Read Full Article
What does reform in China really mean for equity investors?

What does reform in China really mean for equity investors?

🕔11:03, 4.May 2018

Charlie Awdry and May Ling Wee, China equity managers, discuss the progress of political, business, financial and social reforms in China under President Xi’s leadership, and its implications for markets and investors. Five years ago Chinese President Xi Jinping laid

Read Full Article
Global economy losing momentum

Global economy losing momentum

🕔19:02, 1.May 2018

Global Snapshot – april 2018 Eurozone Momentum cooling Consensus economic optimism was dented by a series of weaker-than-expected reports. The purchasing managers’ composite output index fell to a 14-month low in March, though remains slightly above its long- run average.

Read Full Article
Aandelen uit opkomende markten: positionering en kanse

Aandelen uit opkomende markten: positionering en kanse

🕔11:02, 25.Apr 2018

Performance en beleggingsactiviteit Q1 2018 Zorgen over de hoge waardering van aandelen en het beleid van de Amerikaanse centrale bank, een mogelijke handelsoorlog tussen de VS en China en toenemende geopolitieke spanningen in het Midden-Oosten hebben afgelopen kwartaal geleid tot

Read Full Article
A Perspective on the Current Stability of Global Equity Markets

A Perspective on the Current Stability of Global Equity Markets

🕔15:04, 20.Apr 2018

Equity Market Stress Monitor The Intech Equity Market Stress Monitor is a collection of five metrics we believe are reliable indicators of equity market stress based on Intech’s 30-year history of studying volatility. You can use the monitor to gain

Read Full Article
Tech stocks: solid demand underpins positive outlook

Tech stocks: solid demand underpins positive outlook

🕔15:03, 14.Apr 2018

Recently back from the US West Coast on separate research trips, Global Technology portfolio managers Alison Porter and Graeme Clark met with portfolio companies and prospective investable businesses. Here, they discuss the key takeaways from these trips. In terms of

Read Full Article
Tech stocks: solid demand underpins positive outlook

Tech stocks: solid demand underpins positive outlook

🕔11:02, 12.Apr 2018

In terms of the macroeconomic outlook, almost all of the companies we met were very positive on the demand backdrop for tech. US tax reform has clearly provided US-based customers with additional capital to invest in their IT infrastructures while

Read Full Article
Can absolute return protect against the comeback of volatility?

Can absolute return protect against the comeback of volatility?

🕔13:02, 11.Apr 2018

• Institutional investors face a dilemma: Given the multi-year strong rally in equity markets, the challenge today is to preserve those gains should volatility make a comeback. Absolute return strategies hold the potential for improving portfolio efficiency and protecting on

Read Full Article
Australië, Canada en Zweden: save the last dance for me

Australië, Canada en Zweden: save the last dance for me

🕔11:02, 29.Mar 2018

De verkoopgolf op de wereldwijde staatsobligatiemarkten in januari 2018 bood de gelegenheid om een omvangrijk kernthema van ‘uiteenlopende economieën en monetair beleid’ te introduceren in onze portefeuilles. We hebben de duration in onze strategische obligatieportefeuilles verhoogd via 10-jaars staatsobligaties uit

Read Full Article
Investment Outlook From Bill Gross

Investment Outlook From Bill Gross

🕔17:02, 22.Mar 2018

Killing Each Other Some say humanity is making progress, and that civilization is becoming more “civilized”, but I wonder. Optimists would point to the global political focus on human rights and the slow, although sporadic, steps forward on racial and

Read Full Article

Search

Featured Events & Webinars

Events & Webinars

Twitter

"Is the #dollar’s stumble a sign of things to come?" -> https://www.opiniopro.com/2020/12/capital-group/is-the-dollars-stumble-a-sign-of-things-to-come/ by @CapitalGroup #usdollar #us #currency

#Webinar 9 December on #Frontier DebtMarkets @UBP_Group -> https://www.opiniopro.com/event/ubp-webinar-frontier-debt-markets/ #EMD #EMSovereignBonds

#Webinar 14 December @CapitalGroup -> "#2021 #Outlook: Turning points on the road to #recovery": https://www.opiniopro.com/event/capital-group-webinar-2021-outlook-turning-points-on-the-road-to-recovery/

https://www.nordea.lu/en/professional/nordea-asset-management-launches-an-esg-strategy-to-address-social-empowerment/
We are pleased to announce the launch of our new #ESG thematic solution:
Nordea Global Social Empowerment Strategy

Can green and ethical investing help us build back better in a post-pandemic world? Find out in this @raconteur article written by @SustMeme.

It carries insights from a range of market perspectives and leading contributors with expertise in both sustainability and investment.

Load More...