Janus Henderson Investors
We believe in sharing insights from our Janus Henderson’s investment experts to help you navigate market trends and portfolio opportunities.
Articles Written
ENSO – Understanding how El Niño and La Niña drive multi-year market impacts
Explore how El Niño and La Niña can create compounding, multi-year risks for economies, sectors, supply chains and investment portfolios.
Market moves & themes that mattered: September 2026
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Market moves & themes that mattered: August 2026
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Market moves & themes that mattered: July 2026
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Market moves & themes that mattered: June 2026
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Market moves & themes that mattered: May 2026
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Market moves & themes that mattered: April 2026
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Market moves & themes that mattered: March 2026
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Market moves & themes that mattered: February 2026
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Market moves & themes that mattered: January 2026
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Trump in 2026: Investment considerations for U.S. affordability and foreign policy
As the Trump administration enters its second year with a focus on affordability, investors must consider what the president’s latest policies will mean for markets.
Research in focus: Quarterly sector update
The fourth quarter of 2025 featured powerful secular themes that the Research Team believes will continue to create compelling opportunities across sectors in the year ahead.