Bei seiner Reise durch Indien, Sri Lanka und den Nahen Osten machte das EM Equities Team kürzlich auch in Mumbai Station. Welche zentralen Erkenntnisse das Team dabei gewonnen hat, erläutert Portfoliomanager Stephen Deane.
Steve Drew, Head of Emerging Market (EM) Credit, über die aktuelle Situation in der Türkei, was das Land zu erwarten hat und wie hoch die Wahrscheinlichkeit ist, dass die Krise auf den Rest der Welt übergreifen könnte.
The Bank of England (BoE) raised rates by 25 basis points at today’s Monetary Policy Committee (MPC) meeting, retaining its commitment for further gradual and limited increases. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the outcome of the meeting.
Global economic momentum will continue to weaken into the fourth quarter of 2018 before reviving slightly into early 2019, so Simon Ward, economist at Janus Henderson
Anleihen aus dem Technologie-, Immobilien- und Gesundheitssektor bergen Risiken, meint Portfoliomanager Hartej Singh und erläutert, was ein Anstieg der Emissionstätigkeit und Indexgewichtung in der Vergangenheit signalisierte.
UK monetary trends are showing signs of recovery but remain weak, arguing against the rate hike that the Monetary Policy Committee is expected to deliver this week.
‘Thoughts and bonds’ provides a quarterly view and outlook for the fixed income markets from the Fundamental Fixed Income team at Janus Henderson, where they share their insights on potential investment risks and opportunities.
Monetary trends of Euroland have stabilised since early 2018. Country narrow money details show weakness in France, surprising resilience in Italy and growing strength in Greece.
Hamish Chamberlayne, manager of the Janus Henderson Global Sustainable Equity Fund, explains his team's approach to stock selection. This document introduces stocks favoured by the team, grouped by theme, together with an explanation of the positive environmental and/or social impact that has been identified for each company.
Global narrow money trends have stabilised since early 2018 but continue to signal a weak economic outlook. An upside risk is a revival in Chinese money growth in response to recent policy easing.
