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
Subscribe for relevant insights delivered straight to your inbox
The Surprising Case for Natural Resources
Sustainable natural resource companies have a key role to play in supporting the transition to a low-carbon economy.
What to Watch for Next as Investors Navigate Volatile Markets
Inflation and monetary tightening are leaving investors searching for clues as to what’s next for financial markets.
Global Perspectives Podcast: The High Is Back in High Yield
Recession risks and rising rates have lifted yields on high yield bonds, so are these concerns now largely priced in?
Signposts to Watch as the Credit Cycle Turns
Rates uncertainty and market volatility remain in focus for investors in credit as central banks move more aggressively on their tightening path.
The UK’s Dovish Turn: The £ Gets Pounded
The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.
The Impact of War on European Energy Policy
How the Russia/Ukraine conflict is driving European energy policy.
In Accelerating Policy Normalization, Fed Seeks to Reaffirm Credibility
In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.
Inflation: No Rerun of That ’70s Show
Why we believe inflation is much less rooted than the recent central banker rhetoric would indicate.
Addressing the Systemic Impacts of Biodiversity Loss
Why we believe biodiversity loss is a crisis that could have systemic impacts akin to climate change.
Amid Volatility, Health Care’s Appeal Grows
The sector could offer defense, as well as opportunities for long-term gains, in today’s uncertain financial markets.
Meeting the Need for a Sustainable and Resilient Water System
How businesses are changing the way we use and consume water.
Market Volatility Amplifies Themes in Industrials
Considering long-term themes in industrials during the latest stretch of market volatility.