Janus Henderson Blog
We believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge. Shared.
Awaiting a Return to Rationality in SMID-Cap Growth
Observing recent trends in the small- and mid-cap space, where money-losing companies have consistently outperformed profitable businesses.
Prospecting in the “New Normal”
Five steps to help wealth management businesses shift their approach to attracting new clients and adapt to the changing world.
COVID-19: Implications of Rising Case Numbers in the U.S.
COVID-19 cases are mounting in the U.S. But the dynamics of the outbreak are also changing, with important implications for the next phase of the pandemic.
Are Your Student Loans Forgivable?
Guidance on how to navigate the student loan debt forgiveness process through the Public Service Loan Forgiveness (PSLF) program.
Keep the Seat Belts Fastened
Gauging the potential for a sustained cross-asset recovery as the world adapts to a new paradigm where COVID-19 remains a persistent risk factor.
For Some Tech Giants, Innovation No Longer a Dilemma
With data and networks acting as valuable currency, today’s leading tech companies appear better positioned to maintain their innovative edge than previous generations of tech titans.
IRS Provides Relief to All Who Have Taken RMDs in 2020
An update on how IRS Notice 2020-15 impacts clients who already took RMDs in 2020 – before the CARES Act dictated that they didn’t have to.
Breaking the Link: GDP Declines and Default Rates
Why we believe corporate default rates may end up being relatively low despite the pandemic-induced economic shock.
The Shape of Credit
A look at factors shaping credit markets, from central bank support to potential resilience from financials.
So … What About Inflation?
Why we feel it is important not to confuse shorter-term cyclical inflation with longer-term structural factors.
China: Moderation Expected After a Steady Early Recovery
A look at the key issues impacting China’s recovery post-COVID-19 and stock market performance year to date.
Plan Sponsors: Are You Listening to Participants?
For retirement plan sponsors, listening to participants to understand their needs is more important than ever during these challenging times.