Aneet Chachra, portfolio manager within the Alternatives team, looks at the disconnect between share valuations and option market pricing and what this might imply for European equities.
Credit Portfolio Manager Tim Winstone befasst sich in diesem Artikel mit dem Einfluss von Zentralbanken auf die Liquidität an den Rentenmärkten und der Frage, ob die Rücknahme der quantitativen Lockerung Anlass zur Sorge gibt.
Was steckt hinter den massiven Abverkäufe der letzten Tage und der plötzlich zunehmende Volatilität? Nach Einschätzung von Oliver Blackbourn, Mitglied des britischen Multi Asset-Teams von Janus Henderson kommt dies nicht unerwartet.
The US Federal Reserve raised interest rates by 25 basis points as widely expected and priced in by the markets. Andrew Mulliner, Portfolio Manager within the Global Bonds team, shares his views on the outlook for rates in the US and what he sees as the new era for the Fed.
Sterling is the clearest barometer of market sentiment about the outcome of the UK’s expected departure from the European Union (EU) next March. The situation after March 2019 is still uncertain.
Drones are quickly expanding beyond their traditional strongholds of the hobbyist and the military, with new applications creating a beneficial environment for component suppliers, say Brad Slingerlend and Denny Fish, co-portfolio managers of the US-based Janus Henderson Global Technology strategy.
Paul O’Connor, Leiter des Multi-Asset-Teams von Janus Henderson Investors, wagt einen ersten Ausblick auf das Jahr 2019.
An inverted US yield curve, with short-term interest rates higher than long-term ones, is seen as a recession warning. Janus Henderson’s Myron Scholes, Chief Investment Strategist, and Ash Alankar, Head of Global Asset Allocation, argue that monetary policymakers should worry more about the excess of yields over inflation.
US second-quarter financial accounts released yesterday provide additional information about recent monetary trends. Business money trends have weakened significantly despite tax cuts and foreign profits repatriation, consistent with an expected economic slowdown through early 2019.
Janus Henderson Investors, der weltweit führende aktive Vermögensverwalter, hat mit Wirkung vom 1. Oktober Marc Theis zum Sales Director Germany ernannt. Er verstärkt das Vertriebsteam im Frankfurter Büro der Gesellschaft.
