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

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.

From Defense to Offense in Biotech
Healthcare

From Defense to Offense in Biotech

Why the beaten-down sector may be worth another look.

Opportunities in Health Care in 2022
COVID-19 Healthcare

Opportunities in Health Care in 2022

COVID-19 has had an outsize influence on health care stocks. With the pandemic hopefully retreating, what’s next for the sector?

Unlocking Value in Health Care Stocks
Annual Outlook Healthcare

Unlocking Value in Health Care Stocks

Fewer COVID-related disruptions and less regulatory uncertainty could give overlooked areas of health care a boost in 2022.

Despite Sell-Off, Health Care Fundamentals Appear Strong
Healthcare

Despite Sell-Off, Health Care Fundamentals Appear Strong

Attractive valuations, continued innovation and an uptick in mergers and acquisitions could help lift the sector.

Drug-Pricing Reform an Uphill Battle
Healthcare

Drug-Pricing Reform an Uphill Battle

Why the push for government-negotiated drug prices could prove to be a Sisyphean task.

Beating the Biotech Blues
Healthcare

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.

The Affordable Care Act Lives On
Healthcare

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
Healthcare

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
Coronavirus Healthcare

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.