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Janus Henderson Blog

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Navigating Fixed Income’s Inefficient Frontier
Coronavirus Credit

Navigating Fixed Income’s Inefficient Frontier

How bond investors may be able to take advantage of fixed income markets’ inefficiencies.

Will the Value Rotation Continue Through a Broader Economic Recovery?
Coronavirus Value Equities

Will the Value Rotation Continue Through a Broader Economic Recovery?

Can value continue to lead through a broader economic recovery?

Right Here, Right Now: Growth Opportunities in Real Estate

Right Here, Right Now: Growth Opportunities in Real Estate

Assessing opportunities created by the “reopening rotation” trade in REITs.

Rethinking Equity Allocations in the Post-Disruption Economy
Coronavirus Volatility

Rethinking Equity Allocations in the Post-Disruption Economy

Investors may need to reexamine their equity allocations as the economy reopens and market returns broaden in 2021.

Emerging Market Equities: Same Storm, Different Boats

Emerging Market Equities: Same Storm, Different Boats

The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.

Giving Savers a Chance in Short-Duration Fixed Income

Giving Savers a Chance in Short-Duration Fixed Income

Negative real yields have punished savers for much of the past decade.

How Are China’s Stock Markets Developing and Evolving?
China Coronavirus

How Are China’s Stock Markets Developing and Evolving?

The impact of “re-shoring” and rising cross-border flows on Chinese markets.

Global Dividends Prove Resilient Despite Crisis
Coronavirus Dividends

Global Dividends Prove Resilient Despite Crisis

Despite the COVID-19 pandemic, global dividends fared surprisingly well in 2020, according to the latest Janus Henderson Global Dividend Index.

Resources in 2021: A Year of Transformation

Resources in 2021: A Year of Transformation

What may lie ahead for the mining, energy and agriculture sectors in 2021 and beyond.

Is There an Investment Case for Oil and Gas During the Energy Transition?

Is There an Investment Case for Oil and Gas During the Energy Transition?

Coming out of the global pandemic, oil and gas could see one more upcycle even as renewables gain market share.

Reflation: Is This the Real Thing or Just Fantasy?
Coronavirus Credit Interest rates

Reflation: Is This the Real Thing or Just Fantasy?

A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.