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Posts From Janus Henderson

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

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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

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Global Snapshot april 2020

Global Snapshot april 2020

🕔14:29, 8.May 2020

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

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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,

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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

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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

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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

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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

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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

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“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

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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

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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%

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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

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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

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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

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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

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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.

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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. 

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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

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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

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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

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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

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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

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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

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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

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Check out our events calendar, with a lot of interesting #webinars! https://opiniopro.com/events/ #research #HomeOffice

The #coronavirus crisis has highlighted the market’s belief in the long-term potential of listed market champions of sustainability. Our expert #Rupert_Welchman says more in The Good Investment Review by @goodmoneygirl.

Billions, Trillions, or Quadrillions?

All of the World’s Money and Markets...

Top the list?

#Derivatives!! ( estimated at $1 quadrillion)
-> https://www.visualcapitalist.com/all-of-the-worlds-money-and-markets-in-one-visualization-2020/

via @VisualCap

Diversificatie loont! Maar zoals @arjenlubach zich zo mooi kan afvragen: #hoedan?

De #GlobalMarketPortfolio is een mooi startpunt!

Zie verschil tussen @DNB_NL data van #pensioenfondsen en Global Market Portfolio #assetallocation -> https://www.alpharesearch.nl/2020/global-market-portfolio-is-iedereen-de-baas/ via @AlphaResearchNL

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