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Portfolio Panorama H1 2025: Client positioning and allocation shifts

Welcome to the inaugural issue of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team. The goal is to simplify the complexities of investing, backed by analysis of over 20,000 model portfolios for nearly 5,000 global clients.

Matthew Bullock

EMEA Head of Portfolio Construction and Strategy


Sabrina Denis

Senior Portfolio Strategist


Mario Aguilar De Irmay, CFA

Senior Portfolio Strategist


Francesco Sciaudone, CFA

Portfolio Construction and Strategy Analyst


17 Mar 2025
1 minute read

Key takeaways:

  • Geopolitical realignment, tariff threats, and diverging global central bank policy have caused market turbulence. European Investors have dialled down equity risk.
  • Having ridden the tech titans’ wave, European investors have started to increase exposure to underdog small-caps, which could be gearing up for a comeback.
  • European investors swapped cash for bonds in a strategic move towards quality and as a way to lock in higher rates for longer.

In this dynamic financial environment, it’s crucial to stay ahead and understand allocation shifts. Thanks to the Janus Henderson Edge analytics platform, we’re able to uncover investment trends to help inform your decision-making.

Focusing on equities, fixed income, and alternative/implementation strategies, Portfolio Panorama highlights how client approaches to constructing portfolios have evolved and the asset allocation implications.

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Queste sono le opinioni dell'autore al momento della pubblicazione e possono differire da quelle di altri individui/team di Janus Henderson Investors. I riferimenti a singoli titoli non costituiscono una raccomandazione all'acquisto, alla vendita o alla detenzione di un titolo, di una strategia d'investimento o di un settore di mercato e non devono essere considerati redditizi. Janus Henderson Investors, le sue affiliate o i suoi dipendenti possono avere un’esposizione nei titoli citati.

 

Le performance passate non sono indicative dei rendimenti futuri. Tutti i dati dei rendimenti includono sia il reddito che le plusvalenze o le eventuali perdite ma sono al lordo dei costi delle commissioni dovuti al momento dell'emissione.

 

Le informazioni contenute in questo articolo non devono essere intese come una guida all'investimento.

 

Non vi è alcuna garanzia che le tendenze passate continuino o che le previsioni si realizzino.

 

Comunicazione di Marketing.

 

Glossario

 

 

 

Matthew Bullock

EMEA Head of Portfolio Construction and Strategy


Sabrina Denis

Senior Portfolio Strategist


Mario Aguilar De Irmay, CFA

Senior Portfolio Strategist


Francesco Sciaudone, CFA

Portfolio Construction and Strategy Analyst


17 Mar 2025
1 minute read

Key takeaways:

  • Geopolitical realignment, tariff threats, and diverging global central bank policy have caused market turbulence. European Investors have dialled down equity risk.
  • Having ridden the tech titans’ wave, European investors have started to increase exposure to underdog small-caps, which could be gearing up for a comeback.
  • European investors swapped cash for bonds in a strategic move towards quality and as a way to lock in higher rates for longer.