For Institutional Investors in the US

Janus Henderson Blog

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Navigating Market Risks in Small-Cap Growth
Inflation Volatility

Navigating Market Risks in Small-Cap Growth

Navigating risks that have emerged in small-cap growth stocks.

What to Watch for Next as Investors Navigate Volatile Markets
Inflation Volatility

What to Watch for Next as Investors Navigate Volatile Markets

Inflation and monetary tightening are leaving investors searching for clues as to what’s next for financial markets.

Signposts to Watch as the Credit Cycle Turns
Inflation Volatility

Signposts to Watch as the Credit Cycle Turns

Rates uncertainty and market volatility remain in focus for investors in credit as central banks move more aggressively on their tightening path.

The UK’s Dovish Turn: The £ Gets Pounded

The UK’s Dovish Turn: The £ Gets Pounded

The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.

In Accelerating Policy Normalization, Fed Seeks to Reaffirm Credibility

In Accelerating Policy Normalization, Fed Seeks to Reaffirm Credibility

In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.

Inflation: No Rerun of That ’70s Show

Inflation: No Rerun of That ’70s Show

Why we believe inflation is much less rooted than the recent central banker rhetoric would indicate.

Bullish Inversion: A Novel Take on the Flattening Yield Curve

Bullish Inversion: A Novel Take on the Flattening Yield Curve

Contrary to conventional wisdom, equities investors should interpret an inverted yield curve as a potentially positive development.

Global Perspectives: How Much Is Stagflation a Concern for REITs?

Global Perspectives: How Much Is Stagflation a Concern for REITs?

Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.

Global Stocks Provide Clues to Accelerating Inflation

Global Stocks Provide Clues to Accelerating Inflation

Equity market signals and economic data indicate U.S. consumers are tolerating higher energy prices – for now.