For Institutional Investors in the US

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

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 Volatility

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
Credit Macroeconomics

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
Inflation Volatility

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 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.

In Accelerating Policy Normalization, Fed Seeks to Reaffirm Credibility

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

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

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
Healthcare Volatility

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.

Market Volatility Amplifies Themes in Industrials

Market Volatility Amplifies Themes in Industrials

Considering long-term themes in industrials during the latest stretch of market volatility.