Janus Henderson Investors
We believe in sharing insights from our Janus Henderson’s investment experts to help you navigate market trends and portfolio opportunities.
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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.
A diversifying opportunity: The case for small cap investing
Can an allocation to smaller companies help investors to capitalise on the ongoing shifts in global supply chains?
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.
What do your peers think?
In our latest Customer Panel Survey in June 2025, we asked for your thoughts on some topical questions. We aggregated the responses from respondents so you can see what your peers are thinking.
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.
Market moves & themes that mattered: December 2025
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Research Sector Update: Encouraged by numerous secular growth trends
The third quarter highlighted various secular trends that could potentially set the stage for long-term earnings growth.
What do your peers think?
In our latest Customer Panel Survey in June 2025, we asked for your thoughts on some topical questions. We aggregated the responses from respondents so you can see what your peers are thinking.
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?
Research Sector Update: Tariff insights from earnings season
How companies are navigating tariff uncertainty and earnings impacts.