Joshua Cummings, CFA
Joshua (Josh) Cummings is a Portfolio Manager at Janus Henderson Investors, a role he has held since 2024. Additionally, he is a Research Analyst responsible for leading the Consumer and Communications Sector Research Teams. Before coming to Janus in 2016, Josh was senior vice president and equity analyst at Putnam Investments as a consumer and energy analyst on the SMID cap team and before that as a large-cap consumer sector analyst. Prior to joining Putnam Investments in 2001, Josh was an equity research associate at Loomis, Sayles & Co., LP covering large-cap retailers.
Josh received his Bachelor of Arts degree in economics from Colby College, graduating with distinction. He earned his MBA in finance and accounting from New York University. Josh holds the Chartered Financial Analyst designation and has 29 years of financial industry experience.
Products Managed
Articles Written
Research sector update: A return to fundamentals
Risk assets rebounded in Q2 as worries about tariffs eased and earnings growth proved resilient. Can the trend continue to hold on?
Global Research Growth Fund Webinar
With the significant fluctuation in markets following “liberation day,” we invite you to attend a webinar where we’ll be exploring the impacts and implications on the global economy following the introduction of tariffs during Trump’s administration.
The upcoming webinar is scheduled for 9 July, 2025, where we will have the hear insights from Josh Cummings, Portfolio Manager and Steve Weeple, Client Portfolio Manager from the Global Research Growth Fund, who manage of over $47 billion in assets. Josh was recently featured in Livewire Markets, discussing the impressive growth trajectory of Spotify. This webinar promises to offer valuable perspectives on investment strategies.
Research Sector Update: Tariff insights from earnings season
How companies are navigating tariff uncertainty and earnings impacts.
Research in Focus: Quarterly Sector Update
A resilient U.S. economy has helped push up valuations of certain stocks, making it all the more important to focus on fundamentals.
Global Perspectives: The best sector opportunities in 2025
Interest rates, deregulation, and election outcomes could lead to new sector winners and losers.