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

Market GPS: What’s in Store for China in 2020?
China Investment Outlooks

Market GPS: What’s in Store for China in 2020?

Portfolio Managers Charlie Awdry and May Ling Wee share their thoughts on the challenges and opportunities investors may face in China next year.

Market GPS: Investors Should Expect the Unexpected in 2020

Market GPS: Investors Should Expect the Unexpected in 2020

Ash Alankar reveals what surprises 2020 may have in store for markets, including a possible rebound in non-U.S. equities and an overdue rise in inflation.

Plan Talk: Best of 2019

Plan Talk: Best of 2019

The year’s final Plan Talk podcast highlights key updates, trends and stories in the defined contribution space from 2019.

UK Election Signals Inflows and Takeovers
Brexit

UK Election Signals Inflows and Takeovers

Portfolio Manager Laura Foll discusses the UK equity market’s reaction to Conservatives’ sweeping win and the long-term implication for investors.

UK Election Reaction: Continuity and Change
Brexit

UK Election Reaction: Continuity and Change

Paul O’Connor, Head of the UK Multi-Asset Team, gives his reaction to the UK election result and what it means for the Brexit process.

Market GPS: Sustainable Equities in 2020 and Beyond

Market GPS: Sustainable Equities in 2020 and Beyond

We see reason to remain optimistic in 2020 by focusing on companies whose business models support a sustainable global economy.

Marching to a Million: How Are Millennials Managing Their Finances?
Retirement Planning

Marching to a Million: How Are Millennials Managing Their Finances?

In a series of podcasts and videos, our millennial colleagues share their views on saving for the future.

Fed Decision Hits the Wrong Target
Featured Interest Rates

Fed Decision Hits the Wrong Target

Nick Maroutsos explains why the Fed’s refusal to address structural flaws in short-term lending markets risks a repeat of September’s repo market volatility.

Market GPS: The Outlook for Health Care Stocks in 2020

Market GPS: The Outlook for Health Care Stocks in 2020

After a volatile 2019, what can health care investors expect in the new year?

Market GPS: High Stock Valuations Demand a Focus on Quality in 2020

Market GPS: High Stock Valuations Demand a Focus on Quality in 2020

As equity multiples climb, we believe investors should focus on high-quality value or cyclical stocks to help minimize risk.

Market GPS: Will Economic Growth Reaccelerate in 2020?

Market GPS: Will Economic Growth Reaccelerate in 2020?

Signs of a slight uptick in global economic growth next year are emerging. Should the growth materialize, we think stocks could benefit.

Market GPS: Fed Policy to Cast Long Shadow over 2020

Market GPS: Fed Policy to Cast Long Shadow over 2020

Nick Maroutsos highlights what fixed income investors can expect in 2020 as the Fed’s near-term policy path remains far from certain.