Global six-month real narrow money growth is estimated to have risen further in January, based on partial data. This increases the probability that October marked a low, in turn suggesting that economic momentum will reach a low around July 2019, allowing for a typical nine-month lead.
Aktien aus den globalen Schwellenländern verloren im vierten Quartal an Boden. Zu den Märkten mit der besten Performance gehörten Brasilien, Indonesien und Ungarn.
The Fed's January senior loan officer survey provides further evidence of a deterioration in US economic prospects, signalling a tightening of loan supply and – more significantly – markedly weak credit demand.
Warum der jüngste Beschluss der US-Notenbank aller Wahrscheinlichkeit nach das Ende des Straffungszyklus in den USA signalisiert, analysiert Nick Maroutsos, Co-Head of Global Bonds.
Die Biotech-Industrie erlebt gegenwärtig eine Renaissance. Aber es gibt große Unterschiede zwischen den Arzneimitteln. Umso wichtiger ist es für Anleger, sich auf die medizinischen Vorzüge und das kommerzielle Potenzial neuer Medikamente zu konzentrieren.
Tim Gibson und Guy Barnard, Co-Heads of Global Property Equities, erläutern die jüngste Performance von REITs und welche Diversifizierungsvorteile sie bieten können.
Hamish Chamberlayne, Head of SRI, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.
John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.
Janus Henderson’s Global Technology team discusses how they were one of the first asset managers to engage with companies on the issues facing the video game industry.
Charlie Awdry, China equities portfolio manager, gives a first-hand insight into the culture, company dynamics and consumer trends experienced during his recent research trip to China.
