Janus Henderson Blog

We believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge. Shared.

Latest Posts

Recent Fallen Angels: A Specter of BBB Downgrades to Come?
Credit

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?
Featured Volatility

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
China Featured Technology Volatility

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
China 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
Featured Healthcare Volatility

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

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
Growth Equities Technology

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
Credit Featured Volatility

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
Value Equities

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
China Property Equities

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?
Credit

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

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.