Janus Henderson Blog
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Markets Shift Their Tone as Economies Reopen
Assessing the recent shift in tone in equity markets and the key themes driving volatility.
Why Have Copper Prices Reached All-Time Highs?
Why copper prices have recently been hitting record highs, and implications for investors.
REITs: Potential for Innovation and Growth
How REITs fared through the pandemic and how they are positioned as economies reopen.
I Have Met the Enemy and They Are Me
Pondering the question of who is putting money into long-duration bonds at today’s ultra-low rates.
Can Corporate Cash Drive Further Market Growth?
Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?
The Great Transition: Demographic Change in China
Interpreting the data in China’s latest census, with a focus on pressing economic and societal issues.
Peak Sentiment, Peak Growth, Peak Policy
Considering the prospects for markets as the global recovery gathers momentum.
Global Perspectives: The Outlook for Tech through the Economic Reopening
How different segments of the tech sector will likely be impacted through each phase of the global economic reopening and recovery.
A Clear Revival in Global Dividend Payments
Clear signs of improvement were seen in global dividend payouts in the first quarter of the year.
The Turn: High Yield on the Road to Deleveraging
Does the trajectory of credit fundamentals support the strength in high yield bond markets?
Making Sense of COVID-19 Vaccine IP Waivers
Why U.S. support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.
The Defense Industry Shows Resilience
Amid political change and economic recovery, what is the outlook for the defense industry?