Janus Henderson Blog
We believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge. Shared.
Keeping Perspective: Growth and Value Stocks
Co-Head of Equities George Maris suggests opportunities can be found in both growth and value stocks and urges investors to focus on fundamentals.
Mid-Year Market GPS: Is Cloud Computing the Next Frontier for U.S. Equities?
Watching for the mega trends that have the potential to spark disruption and create opportunities.
The Danger of a Satisfied Client
Dr. John L. Evans, Jr. explains why, in a highly competitive industry, being “satisfied” may not be enough.
Mid-Year Market GPS: Geopolitical Tensions
Insight on navigating geopolitical risk amid shifting attitudes toward globalization.
Software as a Service: Secular Tailwinds, but Valuations Still Matter
Why investors should balance the massive earnings potential of SaaS companies and their sometimes lofty valuations.
Fixing the Fixed Income Options in Defined Contribution Plans
Our latest podcast from Janus Henderson Radio: Considerations for retirement plan sponsors when determining fixed income options for their plan menus.
Fed Serving Up What Market is Craving
Why the Federal Reserve was correct in not cutting rates Wednesday and which factors may justify a move lower in July.
Mid-Year Market GPS: Disruptive Forces
Focusing on secular growth drivers as the technology and health care sectors experience rapid change – and bouts of volatility.
Mid-Year Market GPS: When it Comes to Stocks, Trade Rules
Why Portfolio Manager George Maris is keeping a sharp eye on trade disputes in the second half of 2019.
A Change of Flow in Global Water
How data and technology could help address the challenges of providing a safe and reliable water supply and create investment opportunities.
Strengthening Client Relationships
Lindsay Troxell, Director, Knowledge Labs™ Professional Development, shares four steps that can put you on the path to client nirvana.
Do You Remember the Global Financial Crisis?
Portfolio Manager John Pattullo says a combination of fiscal and monetary policy, along with structural reform, is needed to spur global growth.