Janus Henderson Blog
We believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge. Shared.
Do Credit Ratings Obscure Risk and Deter Opportunities?
Portfolio Managers John Lloyd and Seth Meyer discuss why credit ratings may not be an accurate reflection of risk.
Global Outlook 2020: A Tale of Two Halves
Andrew Mulliner, Portfolio Manager within Global Bonds, believes 2020 will prove to be a year of two halves, with a rosier outlook likely later in the year.
How to Help Female Clients Advocate for Themselves Financially
Lindsay Troxell, Director, Knowledge Labs™ Professional Development, explains how advisors can help women more effectively negotiate financial matters.
Market GPS: Stay Focused on Long-Term Growth Themes
Portfolio Managers Doug Rao and Nick Schommer discuss why they believe it is important to balance near-term optimism for equities in 2020 with a focus on long-term themes.
China: Resilient Despite Challenges
China Equities Portfolio Manager May Ling Wee discusses sectors in China that she believes could represent attractive investment opportunities.
Market GPS: Staying Nimble to Find Value Opportunities
With stock multiples at historic highs, investors may need to increasingly consider downside risk and look broadly to find attractive valuations.
Practice Gratitude in the New Year
As we start a new decade, consider making a resolution that is focused not on self-improvement, but on self-awareness.
Market GPS: A Soft Landing Should Support Fixed Income in 2020
In our view, the Federal Reserve’s accommodative stance should persist throughout 2020, helping sustain the expansion of the U.S. economy.
Staying Strategic in Global Fixed Income
Nick Maroutsos and Adam Hetts discuss the role of global fixed income strategies in the face of recent market shifts.
Market GPS: Keep a Close Watch on Corporate Earnings in 2020
Focusing on companies with strong corporate earnings – and avoiding those with weak balance sheets – will be key to weathering volatility in 2020.
Market GPS: Trade and Interest Rates Hold Keys to Economy in 2020
John Fujiwara explains why a potential stock rotation and the shape of the yield curve are two themes meriting investors’ attention in 2020.
Don’t Let Time Surprise You: Resolve to Plan in 2020
As we start the new year, commit to having those tough – but critical – conversations with family about finances and long-term planning.