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 Return of Inflation: What it Could Mean for Markets and the Economy
Coronavirus Interest rates

The Return of Inflation: What it Could Mean for Markets and the Economy

Investors should be mindful of how the future path of inflation can impact the economy, policy and financial markets.

Versatility Key in Navigating New Recovery Challenges
Coronavirus Volatility

Versatility Key in Navigating New Recovery Challenges

Investor versatility will be key as the economic recovery faces a fresh set of challenges.

Supply Chain Crisis Fuels Insatiable Demand for Warehouses
Coronavirus Property Equities

Supply Chain Crisis Fuels Insatiable Demand for Warehouses

The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.

China’s Three Cs: COVID, Consumption and Credit
China Coronavirus Credit

China’s Three Cs: COVID, Consumption and Credit

How policies enacted by China’s government toward COVID-19, consumption and credit are likely to shape China’s near-term trajectory.

Amid Growing Uncertainty, Investors Should Be Proactive
Coronavirus Volatility

Amid Growing Uncertainty, Investors Should Be Proactive

Inflation, slowing growth, shifts in government policy and the Delta variant have combined to make this one of the most uncertain periods in recent memory for investors.

Multi-Asset Update: It’s Complicated
Coronavirus Volatility

Multi-Asset Update: It’s Complicated

Considering the short-term market outlook as governments and central banks struggle to deal with a more complex tangle of macro influences.

The Semiconductor Shortage: Why More than Tech Investors Should Care
Coronavirus Technology

The Semiconductor Shortage: Why More than Tech Investors Should Care

The current semiconductor shortage may be more pervasive and longer-lasting than many expect.

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity
Coronavirus Emerging Markets

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

The ability to navigate the pandemic and harness innovation are key drivers for emerging market equities growth.

The Return of Multiplicity

The Return of Multiplicity

A discussion of several important issues confronting bond markets, including the role of sustainability in fixed income as the UN Climate Change Conference approaches.

Innovation Addresses Industrial Recovery Challenges

Innovation Addresses Industrial Recovery Challenges

Innovation may provide long-term solutions to evolving challenges in industrials.

Diversifying Through an Uneven Recovery
Coronavirus

Diversifying Through an Uneven Recovery

Given fluctuating markets, it may be prudent to sharpen the focus on sources of risk and return within one’s portfolio.

Understanding the Impact of Delta
Coronavirus Healthcare

Understanding the Impact of Delta

The highly infectious variant of COVID-19 has led to rising case numbers, but we explain why a return to normalcy is still within striking distance.