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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Can Narrow Mid-Cap Leadership Continue?
Growth Equities

Can Narrow Mid-Cap Leadership Continue?

Considering the long-term view on the most expensive mid-cap stocks.

Why Secular Growth Leadership Will Likely Continue

Why Secular Growth Leadership Will Likely Continue

Secular growth leadership will likely continue, with the current crisis only helping these stocks strengthen their advantage.

Finding Smart Growth in SaaS
Growth Equities Technology

Finding Smart Growth in SaaS

The importance of uncovering smart, sustainable growth as the trend of Software as a Service (SaaS) evolves.

Utilities Play Vital Role in Electrification of Global Economy
Growth Equities

Utilities Play Vital Role in Electrification of Global Economy

Portfolio Manager Nick Schommer explores the transformation taking place in energy as utilities invest for the future.

Election Insights: Stocks Tracking Primary Outcomes
Growth Equities Volatility

Election Insights: Stocks Tracking Primary Outcomes

Portfolio Manager Marc Pinto weighs in on how equity markets are reacting to the latest developments in the U.S. presidential election.

Market GPS: Stay Focused on Long-Term Growth Themes

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.

The Next Phase of Tech Disruption
Growth Equities Technology

The Next Phase of Tech Disruption

Portfolio Managers Doug Rao and Jeremiah Buckley discuss what the next phase of technology disruption may look like and the investment implications going forward.

Chinese Equities: Investing in Innovation
China Growth Equities

Chinese Equities: Investing in Innovation

Charlie Awdry, Portfolio Manager for the Chinese Equities strategy, discusses how innovation is spurring growth and profitability in China.

Global Sector Views: Is the U.S. Headed for Recession?

Global Sector Views: Is the U.S. Headed for Recession?

As trade tensions potentially distort the economic outlook, investors should prepare for market volatility and focus on defensive growth companies.

The Race to Digital: Leaders Pull Ahead, Laggards Fall Behind
Growth Equities

The Race to Digital: Leaders Pull Ahead, Laggards Fall Behind

Companies across all industries are working to transition to a digital economy – some with more success than others.

What’s Behind the Historic Valuation Gap in Equities?

What’s Behind the Historic Valuation Gap in Equities?

Director of Research Carmel Wellso explains how disruption in multiple sectors has led to a wide valuation gap.