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Signs of a Renewed Appreciation for Sustainable Growth in 2021

Signs of a Renewed Appreciation for Sustainable Growth in 2021

Portfolio Manager Brian Demain explains why we could see a renewed appreciation for moderately valued, sustainable growth companies in the mid-cap market.

How the Return to “Normal” Could Reshape Markets

How the Return to “Normal” Could Reshape Markets

Options prices signal that the global economy’s reopening could mark the beginning of a shift in long-term market trends, says Head of Global Asset Allocation Ashwin Alankar.

Reaching for Normal: The Outlook for 2021

Reaching for Normal: The Outlook for 2021

Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.

Global Real Estate: Perception Is Not Reality

Global Real Estate: Perception Is Not Reality

Guy Barnard, Tim Gibson and Greg Kuhl highlight how investor misconceptions are creating attractive opportunities.

Credit Light Cuts through the Income Darkness

Credit Light Cuts through the Income Darkness

Jenna Barnard and John Pattullo explain how credit markets navigated COVID-19 with relative ease and why corporate bonds remain in the sweet spot for 2021.

Carrying the Lessons of 2020 into 2021
Investment Outlooks

Carrying the Lessons of 2020 into 2021

Head of U.S. Fixed Income Greg Wilensky discusses the lessons learned in fixed income portfolios in 2020 and how they are likely to apply in the year ahead.

A Positive Backdrop for U.S. Equities

A Positive Backdrop for U.S. Equities

Though volatility is likely to continue, Portfolio Manager Jeremiah Buckley thinks the outlook for equities remains constructive as we progress past the election and get closer to the end of the coronavirus pandemic.

High-Yield Bonds: The Grind Tighter in 2021

High-Yield Bonds: The Grind Tighter in 2021

Tom Ross, corporate credit portfolio manager, discusses the high-yield bond outlook where an improving economy should help tighten credit spreads but may spark concerns about monetary tightening.

Diversified Alternatives: Adapt and Evolve

Diversified Alternatives: Adapt and Evolve

David Elms, Head of Diversified Alternatives, argues for new thinking for investors’ portfolios in 2021, following a year in which the pandemic posed unfamiliar challenges for industries.

Sustainable Equities: The Future Is Green and Digital

Sustainable Equities: The Future Is Green and Digital

Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.

Health Care Builds Momentum

Health Care Builds Momentum

Portfolio Manager Andy Acker says the health care sector looks set to ride a number of positive trends into 2021.

Market GPS: Trade and Interest Rates Hold Keys to Economy in 2020

Market GPS: Trade and Interest Rates Hold Keys to Economy in 2020

John Fujiwara explains why a potential stock rotation and the shape of the yield curve are two themes meriting investors’ attention in 2020.