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.

Latest Posts

Subscribe for relevant insights delivered straight to your inbox

Fall Harvest: Preparing Portfolios for the Next Season
Value Equities

Fall Harvest: Preparing Portfolios for the Next Season

Now may be the time for investors to evaluate their portfolios and prepare for the next season.

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.

Rethinking Investing as COVID-19 Persists

Rethinking Investing as COVID-19 Persists

With the current pandemic expected to disrupt the economy for many months to come, investors should recognize the likely impacts on their portfolios.

Know What You Own: Small-Cap Investing through a Market Shock

Know What You Own: Small-Cap Investing through a Market Shock

Small-cap company characteristics within an index can vary widely, creating hidden risks.

After the Crisis: Finding Long-Term Value in Small-Cap Stocks

After the Crisis: Finding Long-Term Value in Small-Cap Stocks

Identifying small-cap companies that can survive the crisis and deliver value over the long term.

Why Growth Has Outperformed Value in a Turbulent Market

Why Growth Has Outperformed Value in a Turbulent Market

Why growth has outperformed in the recent market sell-off and the outlook for value versus growth leadership going forward.

With Low Rates on the Horizon, Stay Mindful of Downside Risk
Value Equities

With Low Rates on the Horizon, Stay Mindful of Downside Risk

Given the prospect of low future returns, we think investors should focus on minimizing downside risk while seeking overlooked value opportunities.

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: 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: High Stock Valuations Demand a Focus on Quality in 2020

Market GPS: High Stock Valuations Demand a Focus on Quality in 2020

As equity multiples climb, we believe investors should focus on high-quality value or cyclical stocks to help minimize risk.

Value and Growth in the Current Market
Value Equities

Value and Growth in the Current Market

Portfolio Manager Kevin Preloger discusses the implications for value investing in a market receiving mixed signals.

Challenging Environment Calls for Defensive Approach in Equities
Value Equities

Challenging Environment Calls for Defensive Approach in Equities

Portfolio Manager Justin Tugman says slowing growth and rising multiples are making for a difficult investment environment. In his opinion, equities remain attractive, but investors should consider a defensive approach.