Janus Henderson Blog

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

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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.

Market GPS: Global Technology 2020 Outlook

Market GPS: Global Technology 2020 Outlook

Portfolio Manager Denny Fish provides an update on the mega themes reshaping the technology landscape in 2020 and beyond.

Global Outlook 2020: A Tale of Two Halves

Global Outlook 2020: A Tale of Two Halves

Andrew Mulliner, Portfolio Manager within Global Bonds, believes 2020 will prove to be a year of two halves, with a rosier outlook likely later in the year.

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.

Market GPS: Staying Nimble to Find Value Opportunities

Market GPS: Staying Nimble to Find Value Opportunities

With stock multiples at historic highs, investors may need to increasingly consider downside risk and look broadly to find attractive valuations.

Market GPS: A Soft Landing Should Support Fixed Income in 2020

Market GPS: A Soft Landing Should Support Fixed Income in 2020

In our view, the Federal Reserve’s accommodative stance should persist throughout 2020, helping sustain the expansion of the U.S. economy.

Market GPS: Keep a Close Watch on Corporate Earnings in 2020

Market GPS: Keep a Close Watch on Corporate Earnings in 2020

Focusing on companies with strong corporate earnings – and avoiding those with weak balance sheets – will be key to weathering volatility in 2020.

Market GPS: Trade and Interest Rates Hold Keys to Economy in 2020

Market GPS: Trade and Interest Rates Hold Keys to Economy in 2020

John Fujiwara explains why a potential stock rotation and the shape of the yield curve are two themes meriting investors’ attention in 2020.

Market GPS: Out of the Goldilocks Zone?
Investment Outlooks Volatility

Market GPS: Out of the Goldilocks Zone?

David Elms, Head of Diversified Alternatives, offers insight into where he sees opportunities in the alternatives space heading into 2020.

Market GPS: The Outlook for Global Property Equities

Market GPS: The Outlook for Global Property Equities

Guy Barnard and Tim Gibson discuss key opportunities and risks for investors in global property equities in 2020.

Market GPS: Search for Stable Income Continues in 2020
Credit Investment Outlooks

Market GPS: Search for Stable Income Continues in 2020

Portfolio Manager Seth Meyer discusses the importance of identifying stable sources of income in the year ahead.

Market GPS: Outlook for Bond Markets Hinges on Trajectory of Global Economy

Market GPS: Outlook for Bond Markets Hinges on Trajectory of Global Economy

Co-Heads of Strategic Fixed Income Jenna Barnard and John Pattullo discuss the outlook for bond markets in 2020.