Janus Henderson Blog
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Secular Tech Themes Still Intact
Powerful secular themes are still the main driver to long-term tech earnings growth.
Vaccines Prove Their Worth for Global Health Care
In places where vaccination rates are rising, COVID-19 cases are dropping dramatically. What that means for ending the pandemic and health care long term.
Access to Medicine: The Need for Innovation, Partnerships and Data Capture
How pharmaceutical companies are addressing the issue of inequitable access to medicine.
Accelerating Growth for 2021?
Though risks remain, we expect an accelerating and broadening economic recovery in 2021.
Disappointing Payroll Data Doesn’t Change Our Outlook
Head of U.S. Fixed Income Greg Wilensky shares his thoughts on today’s employment report and why it doesn’t change our long-term outlook.
Other Companies Join Tech Earnings Party
Tech stocks are currently positioned to benefit from both secular and cyclical factors.
Global Perspectives: Sustainable Investing in Clean Technologies
A transformative synchronized investment boom into clean technologies is underway in the U.S. and beyond.
Inflation and Property Equities: Time to Get “Real”
A discussion of the impact of rising inflation and interest rate expectations on listed real estate.
GDP, the Fed and Biden’s Address: Recapping the Last 24 Hours
A recap and discussion of three significant economic events from the past 24 hours.
Global Sustainable Equity: News and Opportunities (April 2021)
Reflecting on 2021 so far and looking ahead to the opportunities in the world of sustainability.
The ABC’s of ESG
An overview of the three main categories of ESG investment strategies and considerations to be aware of.
Reflation Train: Arriving on Time
Dissecting the reflation narrative as we head into the spring/summer inflation surge and vaccine-driven reopenings of 2021.