Startseite | Janus Henderson Investors | fundresearch.de

Navigation

Janus Henderson: Global Snapshot January 2019

Inflationary pressures easing as global slowdown spreads to US

Emerging Markets

Janus Henderson: Chinese money trends signalling further slowdown

Weak Chinese December money and credit numbers signal that policy easing has yet to translate into an improvement in economic prospects.

Janus Henderson: Hard to see a straight path to a final Brexit deal

In an historic defeat for the UK government, the Prime Minister’s Brexit deal was rejected by a margin of 432 to 202 on 15 January 2019. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the outcome of the vote.

Janus Henderson: Quick view - Brexit vote

Ben Lofthouse, Head of Global Equity Income, provides his thoughts on the vote on Brexit by members of Parliament and the impact of the uncertainty that surrounds the UK’s future relationship with the European Union.

Janus Henderson: US C&I loan surge signalling stocks cycle downswing

A surge in US banks’ commercial and industrial (C&I) loans in late 2018 supports the view here that the stockbuilding cycle has peaked and will act as a drag on GDP growth in 2019.

Janus Henderson: Equity moves, fund flows and fear

Aneet Chachra, portfolio manager within the Alternatives team, asks whether fund flows affect equity prices.

Janus Henderson: A "monetarist" perspective on current equity markets

Global economy slowdown is likely to extend and deepen, at least through mid-2019. A recovery in momentum is possible during the second half of the year but such a scenario requires confirmation from stronger monetary trends in early 2019.