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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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.
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.
Research sector update: Navigating near-term volatility
Uncertainty about the outlook for AI spending and trade have made focusing on corporate fundamentals all the more important.
Chart to Watch: U.S. securitized fixed income’s performance through recent market corrections
For investors who are relatively new to securitized fixed income, recent market volatility may have provided the first opportunity to witness how securitized sectors might respond when equity markets pull back.
Trump tariff-led volatility: Investment lessons learned
With Trump’s tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.
Chart to Watch: Despite inevitable dips, markets have grown over time
Intra-year stock market declines have historically rarely translated to the market being down for the entire year.
Widening the lens: Revisiting the case for non-U.S. stocks
After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
A new set of winners: Actively navigating a broadening market
With U.S. equity leadership broadening beyond mega-cap stocks, active management offers a path to uncover tomorrow’s winners while managing passive investment concentration risks.
Chart to Watch: European defense spending ramps up
A changing geopolitical landscape is helping revive once slow-growing areas of the market, such as European defense.
Investment considerations for the second Trump presidency
With all eyes focused on the White House, investors must decide what the incoming President’s policies will mean for markets and how to position accordingly. Ahead of the inauguration, we asked our portfolio managers what they think should be front of mind for investors.
The jump in yields is real
With yields sharply higher, we dissect what is behind the recent move.