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

Access to Medicine: The Need for Innovation, Partnerships and Data Capture

Access to Medicine: The Need for Innovation, Partnerships and Data Capture

How pharmaceutical companies are addressing the issue of inequitable access to medicine.

Accelerating Growth for 2021?
Coronavirus

Accelerating Growth for 2021?

Though risks remain, we expect an accelerating and broadening economic recovery in 2021.

Disappointing Payroll Data Doesn’t Change Our Outlook

Disappointing Payroll Data Doesn’t Change Our Outlook

Head of U.S. Fixed Income Greg Wilensky shares his thoughts on today’s employment report and why it doesn’t change our long-term outlook.

Other Companies Join Tech Earnings Party

Other Companies Join Tech Earnings Party

Tech stocks are currently positioned to benefit from both secular and cyclical factors.

Inflation and Property Equities: Time to Get “Real”

Inflation and Property Equities: Time to Get “Real”

A discussion of the impact of rising inflation and interest rate expectations on listed real estate.

Reflation Train: Arriving on Time

Reflation Train: Arriving on Time

Dissecting the reflation narrative as we head into the spring/summer inflation surge and vaccine-driven reopenings of 2021.

Choice Growth: Potential Opportunities from High Yield Expansion
Coronavirus Credit

Choice Growth: Potential Opportunities from High Yield Expansion

Why the rise in the size of the high yield bond market is to be welcomed.

Global Government Debt Soared in 2020 amid Fight Against COVID
Coronavirus Featured

Global Government Debt Soared in 2020 amid Fight Against COVID

Findings from the inaugural Janus Henderson Sovereign Debt Index, a long-term study into trends in government indebtedness around the world.

The Market’s Tug-of-War

The Market’s Tug-of-War

The complexities of the economic recovery have led to an ongoing push-pull in equity markets.

Focus on Key Market Drivers as Economies Reopen
Coronavirus

Focus on Key Market Drivers as Economies Reopen

Which themes matter most as economies reopen around the globe and green momentum builds.

Powerful Factors May Spark a Rebound in Travel and Leisure

Powerful Factors May Spark a Rebound in Travel and Leisure

Exploring the strong recovery potential for travel and leisure industries as COVID restrictions ease.

Will the Value Rotation Continue Through a Broader Economic Recovery?
Coronavirus Value Equities

Will the Value Rotation Continue Through a Broader Economic Recovery?

Can value continue to lead through a broader economic recovery?