Janus Henderson Blog

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

Latest Posts

Scarcity of Reliable Growth Demands Greater Focus on Quality in Equities
China Interest Rates

Scarcity of Reliable Growth Demands Greater Focus on Quality in Equities

Jeremiah Buckley discusses how shifts in central bank policy and slowing global growth have altered the equity investing landscape.

The Hawkish Rate Cut
Interest Rates

The Hawkish Rate Cut

A pause after today’s rate cut may make sense in the short term, but greater accommodation may be necessary over the long haul.

Death of the Shopping Mall? E-Commerce Disrupts Retail Real Estate
Property Equities

Death of the Shopping Mall? E-Commerce Disrupts Retail Real Estate

With the rise of e-commerce, physical spaces like shopping malls are losing relevance, putting pressure on the retail real estate sector.

Know the Rules: How Plan Sponsors Can Work to Prevent Fiduciary Failures

Know the Rules: How Plan Sponsors Can Work to Prevent Fiduciary Failures

In our latest Plan Talk podcast, Retirement Director Ben Rizzuto covers lessons to be learned from key fiduciary breach cases.

Chinese Equities: Investing in Innovation
China Growth Equities

Chinese Equities: Investing in Innovation

Charlie Awdry, Portfolio Manager for the Chinese Equities strategy, discusses how innovation is spurring growth and profitability in China.

Bond Market Dynamics Highlight Importance of Diversification
Credit Volatility

Bond Market Dynamics Highlight Importance of Diversification

Most major credit asset classes are trading close to their 5-year average spread, limiting opportunities in asset allocation in today’s market.

Marching to a Million: How Millennials Save
Retirement Planning

Marching to a Million: How Millennials Save

In a series of podcasts and videos, our millennial colleagues share their views on preparing for retirement.

“Whatever It Takes:” Reflecting on Mario Draghi’s Run as European Central Bank President
Interest Rates

“Whatever It Takes:” Reflecting on Mario Draghi’s Run as European Central Bank President

Oliver Blackbourn, a Portfolio Manager on the UK-based Multi-Asset Team, comments on the departure of Mario Draghi as ECB president.

Finding Value in Bonds Amid Negative Rates

Finding Value in Bonds Amid Negative Rates

Jim Cielinski, Global Head of Fixed Income, provides his perspective on key macroeconomic factors driving fixed income markets.

Demographics Reshape the Real Estate Landscape
Property Equities

Demographics Reshape the Real Estate Landscape

Supply and demand in real estate is changing as millennials join the workforce and boomers retire, trends that warrant consideration by investors.

Navigating Rate Uncertainty with Agency MBS
Featured Interest Rates

Navigating Rate Uncertainty with Agency MBS

Mortgage-backed securities, an often-overlooked component of traditional fixed income, may help investors better navigate uncertain rates markets.

Bond Markets at Inflection Point as Economic Outlook Remains Unknown
Featured Interest Rates

Bond Markets at Inflection Point as Economic Outlook Remains Unknown

Co-Head of Strategic Fixed Income Jenna Barnard explains why she feels bond markets are at a critical inflection point.