Janus Henderson Blog

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

Navigating Coronavirus Uncertainty: Perspectives from our investment teams, key considerations for investors and business continuity updates from executive leadership.

Latest Posts

Breaking the Link: GDP Declines and Default Rates
Coronavirus Credit

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

The Shape of Credit

A look at factors shaping credit markets, from central bank support to potential resilience from financials.

What a Return to “Normal” Could Mean for Equities
Coronavirus Healthcare

What a Return to “Normal” Could Mean for Equities

In our ongoing video series on COVID-19, a discussion of the pandemic’s trajectory, vaccine development and investment considerations post-crisis.

Alterations in the Fast Fashion Industry

Alterations in the Fast Fashion Industry

Exploring the environmental damage associated with the fast fashion trade and how some companies are changing the shape of the industry.

Beyond the Nadir: What’s Next for Fixed Income

Beyond the Nadir: What’s Next for Fixed Income

Little more than two months after global markets dramatically sold off on worries over COVID-19, have fixed income markets returned to “normal”?

Platform Businesses: The Misunderstood Powerhouses of Innovation
Technology

Platform Businesses: The Misunderstood Powerhouses of Innovation

The power of platform businesses and why the trajectory of their corporate models is often misunderstood.

What Will It Take to Reopen the Global Economy?
Coronavirus Healthcare

What Will It Take to Reopen the Global Economy?

An update on vaccines, fatality rates and lessons learned as economies reopen – the latest in a video series on the scientific and investment implications of COVID-19.

Why Office Is Not the Next Retail

Why Office Is Not the Next Retail

How the office sector could evolve as social distancing continues and employees consider the pros and cons of working from home.

Fixed Income Update: Credit Markets, Government Bonds and Inflation
Credit Interest Rates

Fixed Income Update: Credit Markets, Government Bonds and Inflation

An update on the tsunami of new issuance in credit markets, plus our views on inflation.

COVID-19: Understanding the Science & Investment Implications (Part V)
Coronavirus Healthcare

COVID-19: Understanding the Science & Investment Implications (Part V)

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

A Healthy Outlook for U.S. Banks
Coronavirus Credit

A Healthy Outlook for U.S. Banks

Why we remain positive on the outlook for U.S. banks after looking carefully at their first quarter earnings.

Bridging the Gap: Credit Markets in the COVID Crisis
Coronavirus Credit

Bridging the Gap: Credit Markets in the COVID Crisis

An update on the shape of the recovery in corporate bond markets following the virtual “heart attack” experienced in March.