Janus Henderson Blog
We believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge. Shared.
Expected Drawdowns – How Much Money Should I Lose?
Addressing the value of drawdown probabilities in helping to calibrate our expectations of price moves.
Coronavirus: Does it Change the Outlook for Chinese Equities?
Assessing the impact of the coronavirus outbreak and potential implications for investors.
China in Uncharted Territory
With infrastructure investment the last reliable lever policymakers have to manage the Chinese economy’s trajectory, the golden age of China’s economic boom may be over.
Utilities Play Vital Role in Electrification of Global Economy
Portfolio Manager Nick Schommer explores the transformation taking place in energy as utilities invest for the future.
Looking Beyond Real Estate’s “Core”
In an evolving real estate landscape, we believe investors should look beyond the core property categories of retail and office.
Coronavirus: Assessing Financial Market Impacts
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan novel coronavirus on financial markets.
Global Sustainability Reaches Tipping Point
Hamish Chamberlayne reflects on key developments in global sustainability and environmental issues over the past year.
Brexit Day: The Shift Begins
Paul O’Connor, Head of the UK-based Multi-Asset Team, takes a pragmatic look at the next steps in the Brexit process.
Election Insights: Stocks Tracking Primary Outcomes
Portfolio Manager Marc Pinto weighs in on how equity markets are reacting to the latest developments in the U.S. presidential election.
The Fed Remains Accommodative
Nick Maroutsos discusses why he believes today’s Fed decision to leave rates unchanged should support the positive environment for stock and bond markets in 2020.
Low Return Dispersion, High Correlations Point to “Groupthink” in Equity Markets
Rather than making forecasts based on economic assumptions, we take a more integrated view of equity market opportunities.
Election Insights: How Bond Markets May React
Portfolio Manager John Lloyd offers his views on how potential outcomes of the U.S. presidential election could impact corporate bond markets.