Janus Henderson Blog
We believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge. Shared.
Recent Fallen Angels: A Specter of BBB Downgrades to Come?
Fears of a surge in U.S. BBB corporate bond downgrades have intensified in the high-yield market, but rising stars still outpace fallen angels.
Can Equity Markets Recover from the Coronavirus?
The spreading coronavirus has caused investors to worry about earnings growth. But as history shows, markets can rebound sharply once virus fears ease.
A Cross-Sector View of Coronavirus Impacts
In this series of videos, our research analysts discuss how the coronavirus could affect various sectors and what investors should be considering amid rising volatility.
Markets Fear a Global Coronavirus Pandemic
Weighing the potential impact on global economic growth as concerns grow about the spread of the coronavirus beyond China.
Coronavirus and Health Care: A Complex Dynamic
As the coronavirus spreads, some health care companies have warned about falling revenues, while other firms are working on a treatment – and seeing their stocks rise.
Coronavirus Uncertainty Likely to Force Fed’s Hand
Nick Maroutsos explains why uncertainty surrounding the coronavirus and its economic impact will lead to perhaps two Fed rate cuts this year.
Finding Smart Growth in SaaS
The importance of uncovering smart, sustainable growth as the trend of Software as a Service (SaaS) evolves.
Reflecting on Coronavirus’ Impact on Today’s Bond Markets
Heightened concerns around the spreading coronavirus caused large moves in many fixed income markets this week.
With Low Rates on the Horizon, Stay Mindful of Downside Risk
Given the prospect of low future returns, we think investors should focus on minimizing downside risk while seeking overlooked value opportunities.
COVID-19: Assessing the Impact on Property Markets
Assessing the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.
Is High-Yield Risk as Asymmetric as It Looks?
Examining the history of high-yield spreads to determine whether tight spreads suggest increased risk of weak future performance.
Energy Outlook: A Tale of Two Halves in 2020
The world has an oversupply of oil, but the second half of 2020 could present a different picture. Learn what the change could mean for beleaguered energy stocks.