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Joshua Cummings, CFA

Portfolio Manager | Research Analyst

Joshua (Josh) Cummings is a Portfolio Manager at Janus Henderson Investors, a role he has held since 2024. Additionally, he is a Research Analyst responsible for leading the Consumer and Communications Sector Research Teams. Before coming to Janus in 2016, Josh was senior vice president and equity analyst at Putnam Investments as a consumer and energy analyst on the SMID cap team and before that as a large cap consumer sector analyst. Prior to joining Putnam Investments in 2001, Josh was an equity research associate at Loomis, Sayles Co., LP covering large cap retailers.

Joshua received his bachelor of arts degree in economics from Colby College, graduating with distinction. He earned his MBA in finance and accounting from New York University. Joshua holds the Chartered Financial Analyst designation and has 28 years of financial industry experience.

Articles Written

Research in Focus: Fast food companies down, but not out
Timely & Topical

Research in Focus: Fast food companies down, but not out

Despite headlines criticizing the rising cost of fast food, consumers’ appetite for food away from home looks set to grow over the long term.

Research in Action: Goods vs. experiences – what will consumers gravitate to in 2024?
Features & Outlooks

Research in Action: Goods vs. experiences – what will consumers gravitate to in 2024?

The performance of consumer stocks could hinge on where households decide to aim their spending power next.

Research in Action: Finding resilience in the consumer sector
Features & Outlooks

Research in Action: Finding resilience in the consumer sector

How US households and consumer sector companies are navigating the crosscurrents of resurging demand, high inflation and slowing growth.