Janus Henderson Blog
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When Will Fundamentals Matter Again?
What market factors could encourage a return to fundamental-based investing?
Growth? Value? Just Fundamentals Please…
A look at the dominance of thematic market factors in determining market movements since the start of the pandemic.
Will the Value Rotation Continue Through a Broader Economic Recovery?
Can value continue to lead through a broader economic recovery?
U.S. Small-Cap Value Equities: Optimism, Caution and a Focus on Quality
Perkins Portfolio Manager Justin Tugman makes the case for optimism, caution and the potential for the reemergence of quality in U.S. small-cap value equities.
Can a Broader Recovery Spur a Value Rotation?
A discussion of recent positive developments that may spur a broader economic recovery and a rotation into value stocks.
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.
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.