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
Drug-Pricing Reform an Uphill Battle
Why the push for government-negotiated drug prices could prove to be a Sisyphean task.
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.
Beating the Biotech Blues
The sector is experiencing its worst period of relative underperformance on record. But some of history’s biggest biotech pains have been followed by memorable gains.
Innovation, Low Valuations Tailwinds for Health Care
Underperforming the broad market for the first half of 2021, health care now offers attractive valuations and significant growth potential, thanks to innovation.
The Affordable Care Act Lives On
The Supreme Court’s decision to uphold the legislation may finally bring an end to challenges to the law and further expand health care in the U.S.
Biopharma’s Targeted Approach to Growth
A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.
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.
Vaccines Prove Their Worth for Global Health Care
In places where vaccination rates are rising, COVID-19 cases are dropping dramatically. What that means for ending the pandemic and health care long term.
Access to Medicine: The Need for Innovation, Partnerships and Data Capture
How pharmaceutical companies are addressing the issue of inequitable access to medicine.
COVID Variants: The Impact on Pandemic Trajectory, Biopharma Stocks
Making sense of the latest developments around COVID-19 variants and what investors should consider now.
Health Care Builds Momentum
Portfolio Manager Andy Acker says the health care sector looks set to ride a number of positive trends into 2021.
A Potential Turning Point in the Battle Against COVID-19
Delivering better-than-expected trial data, a vaccine candidate from Pfizer and BioNTech could mark the beginning of the end of the pandemic and boost confidence in an economic recovery, now underway.