Janus Henderson Blog

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Making Sense of the 2020 U.S. Election: Insights on the potential market impact and investment implications of the 2020 U.S. presidential race.

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Abenomics: More Arrows in the Quiver?
Coronavirus

Abenomics: More Arrows in the Quiver?

Japanese Prime Minister Shinzo Abe’s resignation signifies an end to “Abenomics,” policies based on monetary easing, fiscal stimulus and structural reforms.

Bond Markets Channel Their Inner Tubthumping
Coronavirus Credit Interest Rates

Bond Markets Channel Their Inner Tubthumping

A reflection on how the lyrics of a pop hit from 20 years ago can have some interesting overlap with today’s crisis-hit economy and markets.

Investors: Step Back from the Market’s Edge
Coronavirus Value Equities

Investors: Step Back from the Market’s Edge

Current market extremes present shifting reward-to-risk opportunities.

Health Care Gains an Edge

Health Care Gains an Edge

How COVID-19 is shifting the discourse around health care during the 2020 U.S. election.

Some New (Old) Lessons for Investors
Coronavirus Volatility

Some New (Old) Lessons for Investors

Now that stocks are back above their pre-crash record highs, we revisit some advice published in March – and find much of it remains unchanged.

A Superfluous Tweak to the Fed’s Mandate
Coronavirus Interest Rates

A Superfluous Tweak to the Fed’s Mandate

Despite a shift in policy, the Federal Reserve will likely not have to worry about watching inflation climb above its target of averaging 2% over the long term.

The Regulatory and Policy Landscape for Big Tech

The Regulatory and Policy Landscape for Big Tech

Large tech companies face a shifting regulatory and geopolitical landscape; is it possible for potential policy changes to slow the sector’s strong run?

Japanification: Europe First and Now the U.S.

Japanification: Europe First and Now the U.S.

The Federal Reserve’s actions during the COVID-19 crisis have led to an almost idyllic environment to invest in corporate bonds.

First In, First Out of COVID: How Has China Fared?
China Coronavirus

First In, First Out of COVID: How Has China Fared?

A discussion of the main highlights for investors in China stocks over the first half of the year and the outlook for the rest of 2020.

Innovation and Government Aid Propel COVID-19 Vaccines, Biotech Sector
Coronavirus Healthcare

Innovation and Government Aid Propel COVID-19 Vaccines, Biotech Sector

New technology and government funding are helping accelerate COVID-19 vaccine development, with potential benefits for the biotech sector over the long term.

Global Perspectives: Why Low Rates Are Here to Stay

Global Perspectives: Why Low Rates Are Here to Stay

A discussion covering the COVID-19 crisis, global credit, inflation trends, fool’s yield and false summits, among other topics.

ESG in COVID Times: Doing the REIT Thing

ESG in COVID Times: Doing the REIT Thing

How COVID-19 is accelerating the importance of ESG factors within real estate, along with the supporting role the sector is playing in the global recovery.