Janus Henderson Blog

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

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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Emerging Markets Caught in Trade Winds
Elections Emerging Markets

Emerging Markets Caught in Trade Winds

No matter who wins the U.S. election in November, more change is likely coming to global trade agreements, impacting emerging markets.

The Political Struggle among Hong Kong, China and the United States
China Emerging Markets

The Political Struggle among Hong Kong, China and the United States

Why we believe China’s introduction of the National Security Law for Hong Kong is more about politics than economics.

Longer-Term Drivers for Emerging Markets Intact in Post-COVID-19 World

Longer-Term Drivers for Emerging Markets Intact in Post-COVID-19 World

While the preparedness of emerging markets to confront COVID-19 varies, this period likely marks a shift in what drives these countries’ growth.

Vietnam: The New Frontier in Emerging Markets?
Emerging Markets

Vietnam: The New Frontier in Emerging Markets?

As some emerging market economies begin to slow, Vietnam could be at the beginning of a multiyear growth cycle.

South Africa: A Cautionary Tale in Emerging Markets
Emerging Markets

South Africa: A Cautionary Tale in Emerging Markets

Emerging markets stocks look attractive relative to U.S. peers, but not all countries within this traditionally volatile asset class are created equal.

2020 Emerging Markets Outlook: Country Analysis Matters

2020 Emerging Markets Outlook: Country Analysis Matters

Why it is critical to have many lenses through which to identify compelling opportunities in emerging markets.