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Janus Henderson Investors: China - Stetige Erholung mit Aussicht auf Abschwächung

May Ling Wee vom China-Aktienteam von Janus Henderson äußert sich in dieser Fragerunde zu den Einflussfaktoren auf die Erholung Chinas im Nachgang von COVID-19 und die Entwicklung des Aktienmarkts im bisherigen Jahresverlauf.

Janus Henderson Investors: Investors need to think again about the role of government bonds

Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, considers the impact of monetary policy stimulus on government bond yields worldwide, and discusses what this may mean for investors looking to maintain risk and diversification in their portfolios.

Janus Henderson Investors: So… what about inflation?

John Pattullo, Co-Head of Strategic Fixed Income, shares his views on the most frequently asked question by clients these days: “what about inflation?”

Absolute Return

Janus Henderson Investors: Give the Fed credit!

Portfolio managers on the Absolute Return Income Strategy look at the factors shaping credit markets from central bank support to potential resilience from financials.

Volkswirtschaft

Janus Henderson Investors: China - a steady early recovery but a moderation expected

In this Q&A, May Ling Wee from the China Equities Team comments on the key issues impacting China’s recovery post COVID-19 and stock market performance year-to-date.

Janus Henderson Investors: Winners and losers from the falling oil price

Daniel Sullivan, Head of Global Natural Resources, discusses the recent oil price movements and its implications for resources companies.

Janus Henderson Investors: Wo sich die Realität der ESG-Politik abspielt

Die Kriterien Umwelt, Soziales und Governance (ESG) sowie Nachhaltigkeit sind zu Schlagwörtern geworden; es vergeht kaum ein Tag, ohne dass man sie hört.