For Institutional Investors in the US

Janus Henderson Blog

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UK Equities – The Ultimate Value Market?
Annual Outlook

UK Equities – The Ultimate Value Market?

Why undervalued UK stocks have never looked more compelling.

Flattening Is Not Flattering

Flattening Is Not Flattering

The recent flattening of yield curves is incongruous to the beginning of a hiking cycle.

Global Technology Markets Seek Normalcy in 2022
Annual Outlook Technology

Global Technology Markets Seek Normalcy in 2022

As the global economy normalizes, tech stocks could benefit from a convergence of secular and cyclical forces.

Global Investment Grade: High Uncertainty Meets Low Dispersion
Annual Outlook Credit

Global Investment Grade: High Uncertainty Meets Low Dispersion

Considering the winds of change affecting the balance of risk and opportunity in investment grade in 2022.

Emerging Market Debt: A Pivotal Year for China

Emerging Market Debt: A Pivotal Year for China

Why China is key to driving emerging market (EM) opportunities and performance in 2022.

The Outlook for Large-Cap U.S. Growth Equities through Renewed Volatility
Annual Outlook Volatility

The Outlook for Large-Cap U.S. Growth Equities through Renewed Volatility

Portfolio Manager Doug Rao sees ongoing volatility, but also opportunity, in large-cap U.S. growth equities.

Global Equities: Balancing a Broadening Recovery with Inflation Concerns
Annual Outlook Volatility

Global Equities: Balancing a Broadening Recovery with Inflation Concerns

The degree to which inflation elicits policy responses – and an evolving market structure – should command equities investors’ attention in 2022.

The Necessity of Yield in 2022
Annual Outlook Credit Volatility

The Necessity of Yield in 2022

Why the yield provided by the high-yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.

Global Bonds: A Very Narrow Path for Monetary Policy

Global Bonds: A Very Narrow Path for Monetary Policy

Monetary policy – and the risk of policy error – are likely to be some of the greatest influences on bond markets in 2022.

Are We There Yet? A Slow and Steady Recovery for Asian Growth Expected
Annual Outlook China

Are We There Yet? A Slow and Steady Recovery for Asian Growth Expected

Andrew Gillan, Head of Asia ex Japan Equities, provides a recap of 2021 and discusses the key issues for investors.

European Equities: Stay the Course in 2022
Annual Outlook

European Equities: Stay the Course in 2022

Could value be where the opportunity lies in European equities in 2022?

Multi-Asset in 2022: Prepare for All Seasons
Annual Outlook

Multi-Asset in 2022: Prepare for All Seasons

Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.