Janus Henderson Blog

We believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge. Shared.

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

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How Stable Is Your Fixed Income?
Coronavirus Volatility

How Stable Is Your Fixed Income?

Fixed income investors may need to assess whether their portfolio can provide stability given the high likelihood of volatility in the months ahead.

Certainly Uncertain: Managing Expectations When the Future Is Unclear
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Certainly Uncertain: Managing Expectations When the Future Is Unclear

Why market uncertainty highlights the importance of setting expectations and helping clients stick to their long-term plans.

Investors Perhaps Too Enthusiastic About Future Fiscal Stimulus
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Investors Perhaps Too Enthusiastic About Future Fiscal Stimulus

Why we believe a disappointing fiscal response could shatter market expectations – and with them, this historic equities rally.

Awaiting a Return to Rationality in SMID-Cap Growth
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Awaiting a Return to Rationality in SMID-Cap Growth

Observing recent trends in the small- and mid-cap space, where money-losing companies have consistently outperformed profitable businesses.

Keep the Seat Belts Fastened
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Keep the Seat Belts Fastened

Gauging the potential for a sustained cross-asset recovery as the world adapts to a new paradigm where COVID-19 remains a persistent risk factor.

The Shape of Credit

The Shape of Credit

A look at factors shaping credit markets, from central bank support to potential resilience from financials.

The COVID-19 Recession: Sharp but Short?
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The COVID-19 Recession: Sharp but Short?

Why the economic impact from COVID-19 could end up being one of the sharpest but also one of the shortest recessions on record.

The Big Rotation
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The Big Rotation

An explanation of the market’s dramatic gains in recent weeks and factors that need to be in place to sustain a V-shaped recovery.

2020 Trends in Investing: Uncertainty Forces Advisors to Reevaluate Asset Allocation
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2020 Trends in Investing: Uncertainty Forces Advisors to Reevaluate Asset Allocation

The 2020 Trends in Investing Survey reveals that the pandemic is directly impacting financial advisors’ short-term economic outlook.

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.

Equity’s Response to COVID-19: Proceed with Caution
Coronavirus Volatility

Equity’s Response to COVID-19: Proceed with Caution

Why we believe the recent rally in riskier assets ignores potential headwinds facing the U.S. economy due to lower consumption.

Energy Companies Choose Different Paths Through Crisis
Coronavirus Volatility

Energy Companies Choose Different Paths Through Crisis

In a disrupted environment, energy companies are being forced to adjust in the short term while staying mindful of positioning for future growth.