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Knowledge. Shared
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At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions.
We call this ethos Knowledge. Shared.
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- Global Perspectives
Regular insight on global economic and market drivers - Mega Trends
Which themes are reshaping our world and how can investors benefit?
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- Investment Team Perspectives
The latest thinking and positioning from our investment teams - Thematic Research
Relevant and actionable insights relating to pension issues and strategic asset allocation
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Timely views on market events and the latest thinking from Janus Henderson.
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LATEST INSIGHTS
Room to Grow? The Outlook for Equities Late in the Cycle
Portfolio Managers Marc Pinto and Jeremiah Buckley discuss equity opportunities in the late stages of the current economic cycle.
Market GPS: Dividend-Paying Stocks – More Room to Run in 2020?
Equity valuations look reasonable heading into next year, but with the business cycle aging, we believe a focus on free-cash-flow growth is key for dividends.
Perkins CIO Outlook: Staying Mindful of the Consequences of Leverage
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
Global Perspectives
Tell Tail Signs: Finally, Some Signs of Inflation …
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using options market prices to infer expected tail gains and tail losses.
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