Janus Henderson Blog
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ESG in COVID Times: Doing the REIT Thing
How COVID-19 is accelerating the importance of ESG factors within real estate, along with the supporting role the sector is playing in the global recovery.
Is There a Market Beyond Tech?
Market gains have been concentrated in large-cap tech stocks in 2020. But many other companies are adapting to a digital-first economy and/or have solid fundamentals.
RBA to Markets: “We are Still Here”
Dan Siluk’s insight on why the Reserve Bank of Australia has chosen now to reenter markets with the aim of keeping interest rates at its designated target.
What Will It Take to Sustain the Budding Market Recovery?
The elements that have fueled the market recovery and the factors that can help to sustain it.
Can the Market’s Immunity Last?
With economic momentum and corporate bond market strength waning, we more closely examine the outlook for corporate credit.
Fed Update: Stealth Yield Curve Control?
Nick Maroutsos comments on how the Fed, in sticking to its script of accommodative policy, has let financial markets know that it means business in supporting the economy.
Can Narrow Mid-Cap Leadership Continue?
Considering the long-term view on the most expensive mid-cap stocks.
From Bond Glut to Bond Drought: A Strategic Fixed Income View
Why the second half of 2020 could see lower net issuance in corporate bond markets following the dizzying volume of new bond issues in the first half.
Global Sustainable Equity: News and Opportunities
Recent developments in the world of sustainability amid the COVID-19 crisis.
A More Stable Outlook for the European High-Yield Market
The outlook for the European high-yield market and why we expect it to be relatively stable in the months ahead.
A Historic Day for Europe
Insights on the European Union’s landmark coronavirus recovery package, agreed to after four days and four nights of negotiations.
Investors Perhaps Too Enthusiastic About Future Fiscal Stimulus
Why we believe a disappointing fiscal response could shatter market expectations – and with them, this historic equities rally.