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.

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Coronavirus Uncertainty Likely to Force Fed’s Hand

Coronavirus Uncertainty Likely to Force Fed’s Hand

Nick Maroutsos explains why uncertainty surrounding the coronavirus and its economic impact will lead to perhaps two Fed rate cuts this year.

Finding Smart Growth in SaaS
Growth Equities Technology

Finding Smart Growth in SaaS

The importance of uncovering smart, sustainable growth as the trend of Software as a Service (SaaS) evolves.

Reflecting on Coronavirus’ Impact on Today’s Bond Markets
Coronavirus Credit Volatility

Reflecting on Coronavirus’ Impact on Today’s Bond Markets

Heightened concerns around the spreading coronavirus caused large moves in many fixed income markets this week.

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.

COVID-19: Assessing the Impact on Property Markets

COVID-19: Assessing the Impact on Property Markets

Assessing the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.

Is High-Yield Risk as Asymmetric as It Looks?
Credit

Is High-Yield Risk as Asymmetric as It Looks?

Examining the history of high-yield spreads to determine whether tight spreads suggest increased risk of weak future performance.

Energy Outlook: A Tale of Two Halves in 2020

Energy Outlook: A Tale of Two Halves in 2020

The world has an oversupply of oil, but the second half of 2020 could present a different picture. Learn what the change could mean for beleaguered energy stocks.

Election Insights: Post Primaries, Options Market Signals Low Risk
Volatility

Election Insights: Post Primaries, Options Market Signals Low Risk

With Democratic primaries now underway, the options market remains sanguine about financial market risk.

Coronavirus: Does it Change the Outlook for Chinese Equities?
China Coronavirus

Coronavirus: Does it Change the Outlook for Chinese Equities?

Assessing the impact of the coronavirus outbreak and potential implications for investors.

China in Uncharted Territory
China

China in Uncharted Territory

With infrastructure investment the last reliable lever policymakers have to manage the Chinese economy’s trajectory, the golden age of China’s economic boom may be over.

Utilities Play Vital Role in Electrification of Global Economy
Growth Equities

Utilities Play Vital Role in Electrification of Global Economy

Portfolio Manager Nick Schommer explores the transformation taking place in energy as utilities invest for the future.

Looking Beyond Real Estate’s “Core”
Property Equities

Looking Beyond Real Estate’s “Core”

In an evolving real estate landscape, we believe investors should look beyond the core property categories of retail and office.