Janus Henderson Blog
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A Renewed Focus on Business Models
The importance of understanding a company’s business model to assess value and risk in an investment.
Tempering Expectations
A sub-optimal vaccine rollout and persistently soft economic data portends a slower-than-expected emergence from the pandemic-driven recession, explains Portfolio Manager Nick Maroutsos.
Global Sustainable Equity: News and Opportunities (January 2021)
Reflecting on the last quarter of 2020 and looking ahead to the opportunities in the world of sustainability.
Positioning for Higher Yields
Assessing the risks and opportunities of higher government bond yields.
Japan Equities Outlook: What Can Tuna Auctions Tell Us About Future Market Trends?
Junichi Inoue, Head of Japanese Equities, discusses why the Japanese stock market performed well last year despite its cyclicality and shares his outlook for a recovery in 2021.
Welcome to Flow World
Large-scale trading activity periodically creates short-term dislocations that may present investment opportunities.
Active ETFs Are Here to Stay
Nick Cherney discusses the driving forces behind the growth of the exchange-traded fund (ETF) industry and why active ETFs are capturing a larger share of the overall market.
High Yield: Passing the Baton from Beta to Alpha
With credit spreads gradually tightening, returns will likely become less about market direction (beta) and more about identifying individual opportunities (alpha).
China: What Can Investors Expect in the Year of the Metal Ox?
China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.
ESG in 2021: Closing the Expectations Gap
Antony Marsden explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
2021 – In a Word: Recovery
Andrew Mulliner explains why 2021 will likely be a year of recovery, though he cautions that investors should keep one eye on inflation and inflation expectations.
Multi-Asset Outlook 2021: All Change
News of game-changing vaccines in late 2020 heralded a dramatic shift in expectations for markets and the economy in 2021. Paul O’Connor considers the rationale behind this optimism.