Janus Henderson Blog
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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.
Investors: Step Back from the Market’s Edge
Current market extremes present shifting reward-to-risk opportunities.
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
Small-cap company characteristics within an index can vary widely, creating hidden risks.
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 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
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
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
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
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
Portfolio Manager Kevin Preloger discusses the implications for value investing in a market receiving mixed signals.