For Financial Professionals in the US

Janus Henderson Blog

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Breaking the Link: GDP Declines and Default Rates
Coronavirus Credit

Breaking the Link: GDP Declines and Default Rates

Why we believe corporate default rates may end up being relatively low despite the pandemic-induced economic shock.

The Shape of Credit

The Shape of Credit

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

So … What About Inflation?

So … What About Inflation?

Why we feel it is important not to confuse shorter-term cyclical inflation with longer-term structural factors.

Why Secular Growth Leadership Will Likely Continue

Why Secular Growth Leadership Will Likely Continue

Secular growth leadership will likely continue, with the current crisis only helping these stocks strengthen their advantage.

Illiquid Markets Seek Targeted Policy Response
Coronavirus Volatility

Illiquid Markets Seek Targeted Policy Response

Illiquidity has climbed in markets as investors worry about economic growth. But options prices now signal an improved risk/reward ratio for equities.

Can Equity Markets Recover from the Coronavirus?
Coronavirus Volatility

Can Equity Markets Recover from the Coronavirus?

The spreading coronavirus has caused investors to worry about earnings growth. But as history shows, markets can rebound sharply once virus fears ease.