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Janus Henderson Investors: Risiken und Chancen auf dem europäischen Kreditmarkt

Ein Kommentar von Elissa Johnson, Co-Managerin des Secured Loans Fund, und Oliver Bardot, Associate Portfolio Manager innerhalb des Secured Loans Teams bei Janus Henderson Investors.

Janus Henderson Investors: Is US monetary strength reversing?

US money growth, on a range of measures, picked up significantly during H2 2019. This suggests a revival of economic momentum in mid-2020 but near-term data could be surprisingly weak.

Janus Henderson Investors: UK employment rise no obstacle to rate cut

UK rate cut sceptics argue that a rise of 135.000, or 0.5%, in the number of employees in the three months to November from the prior three months signals a strong labour market and will give MPC doves a reason to climb down.

Janus Henderson Investors: Chinese firms less downbeat on credit conditions

A fall in Chinese money growth during H2 2019, especially in real terms, suggests that the economy will remain weak through H1 2020.

Janus Henderson Investors: Early 2020 money data key for global outlook

Six-month growth of global (i.e. G7 plus E7) real narrow money is estimated to have been unchanged at 2.4% (not annualised) in December.

Konjunkturdaten

Janus Henderson Investors: Chinese nominal GDP confusion: slowdown confirmed

The Chinese GDP numbers released on Friday appeared to show a strong pick-up in nominal growth in Q4. This was puzzling but possibly attributable to the recent food-driven inflation surge. Some analysts latched onto the pick-up as a bullish signal.

Hochzinsanleihen

Janus Henderson Investors: Sollten Anleger 2020 hohe Renditen erwarten?

Tom Ross, Corporate Credit Portfolio Manager, erläutert die Aussichten für Hochzinsanleihen im neuen Jahr.