


Janus Henderson: Les droits de douane de Trump et les marchés d'actions européennes
Robert Schramm-Fuchs, gérant de portefeuille actions européennes, examine l'impact potentiel sur les actions européennes des droits de douane de 50 % pour l'UE proposés par le président Trump.
Janus Henderson: Les droits de douane de Trump et les marchés d'actions européennes
Robert Schramm-Fuchs, gérant de portefeuille actions européennes, examine l'impact potentiel sur les actions européennes des droits de douane de 50 % pour l'UE proposés par le président Trump.
Janus Henderson: Another proof point showing the resilience of European AAA CLOs
Portfolio Manager Denis Struc details both the resilience and recovery of European AAA Collateralised Loan Obligations (CLOs) through recent market volatility and historical market sell-offs.
Janus Henderson: Another proof point showing the resilience of European AAA CLOs
Portfolio Manager Denis Struc details both the resilience and recovery of European AAA Collateralised Loan Obligations (CLOs) through recent market volatility and historical market sell-offs.
Guy Barnard (Janus Henderson) : «Une approche bottom-up dans l'immobilier coté est payante»
Guy Barnard, CFA, a seasoned investor with nearly two decades at Janus Henderson, co-leads a dedicated team of eight investment professionals managing approximately $3 billion in real estate investments across global and regional mandates. His investment strategy is built on fundamental analysis, with a focus on boots-on-the-ground analysis incorporating macroeconomic factors and regional market trends.
Janus Henderson: A gameplan for healthcare investing amid policy uncertainty
Portfolio Managers Andy Acker and Dan Lyons say that despite growing policy uncertainty, plenty of healthcare companies have managed to put up big returns, thanks to these qualities.
Janus Henderson: A gameplan for healthcare investing amid policy uncertainty
Portfolio Managers Andy Acker and Dan Lyons say that despite growing policy uncertainty, plenty of healthcare companies have managed to put up big returns, thanks to these qualities.
Janus Henderson : JH Explorer en Chine - Les robots humanoïdes
Victoria Mio, responsable des actions de la Grande Chine, revient sur les raisons qui expliquent son enthousiasme quant au potentiel d'investissement à long terme des robots humanoïdes.
Janus Henderson : JH Explorer en Chine - Les robots humanoïdes
Victoria Mio, responsable des actions de la Grande Chine, revient sur les raisons qui expliquent son enthousiasme quant au potentiel d'investissement à long terme des robots humanoïdes.
Janus Henderson: How active ETFs can improve traditional passive approaches
Passive bond ETFs aim to provide representative market exposure, but inadequate market data means they may not deliver what they promise. Active ETFs could be a more effective solution.