Janus Henderson Blog

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

Navigating Coronavirus Uncertainty: Perspectives from our investment teams, key considerations for investors and business continuity updates from executive leadership.

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IRS Provides Relief to All Who Have Taken RMDs in 2020

IRS Provides Relief to All Who Have Taken RMDs in 2020

An update on how IRS Notice 2020-15 impacts clients who already took RMDs in 2020 – before the CARES Act dictated that they didn’t have to.

Breaking the Link: GDP Declines and Default Rates
Coronavirus Credit

Breaking the Link: GDP Declines and Default Rates

Why we believe corporate default rates may end up being relatively low despite the pandemic-induced economic shock.

The Shape of Credit

The Shape of Credit

A look at factors shaping credit markets, from central bank support to potential resilience from financials.

So … What About Inflation?

So … What About Inflation?

Why we feel it is important not to confuse shorter-term cyclical inflation with longer-term structural factors.

China: Moderation Expected After a Steady Early Recovery
China Coronavirus

China: Moderation Expected After a Steady Early Recovery

A look at the key issues impacting China’s recovery post-COVID-19 and stock market performance year to date.

Plan Sponsors: Are You Listening to Participants?

Plan Sponsors: Are You Listening to Participants?

For retirement plan sponsors, listening to participants to understand their needs is more important than ever during these challenging times.

Sustainable Investing Shines During Market Gloom

Sustainable Investing Shines During Market Gloom

Research shows that 70% of sustainable equity funds ranked in the top half of their Morningstar category during the first quarter of 2020. Here’s why.

What a Return to “Normal” Could Mean for Equities
Coronavirus Healthcare

What a Return to “Normal” Could Mean for Equities

In our ongoing video series on COVID-19, a discussion of the pandemic’s trajectory, vaccine development and investment considerations post-crisis.

Why Secular Growth Leadership Will Likely Continue

Why Secular Growth Leadership Will Likely Continue

Secular growth leadership will likely continue, with the current crisis only helping these stocks strengthen their advantage.

Where the ESG Rubber Meets the Road

Where the ESG Rubber Meets the Road

While standardized ESG reporting is necessary, investing in high-quality companies also demands an assessment of corporate culture.

The COVID-19 Recession: Sharp but Short?
Coronavirus Volatility

The COVID-19 Recession: Sharp but Short?

Why the economic impact from COVID-19 could end up being one of the sharpest but also one of the shortest recessions on record.

The Big Rotation
Coronavirus Volatility

The Big Rotation

An explanation of the market’s dramatic gains in recent weeks and factors that need to be in place to sustain a V-shaped recovery.