For Institutional Investors in the US

Janus Henderson Blog

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Research in Action: The Commodities Comeback

Research in Action: The Commodities Comeback

A discussion about the structural dynamics keeping metal prices such as copper elevated, and what that means for investors.

Market Volatility Amplifies Themes in Industrials

Market Volatility Amplifies Themes in Industrials

Considering long-term themes in industrials during the latest stretch of market volatility.

Equity Income Investing: Key Market Drivers

Equity Income Investing: Key Market Drivers

Key market drivers from the first quarter and key themes to watch going forward.

The Fog of War: A Multi-Asset View

The Fog of War: A Multi-Asset View

The prospects for financial markets as investors contend with market uncertainty around central bank hawkishness, the war in Ukraine and lingering Chinese concerns.

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.

The Domino Effect: Russia, Ukraine and the Rest of EM

The Domino Effect: Russia, Ukraine and the Rest of EM

The domino effect of rising prices from the disrupted supply of commodities and resources from Russia and Ukraine could have far-reaching effects across EMs.

Keep Calm and (Commodity) Carry On

Keep Calm and (Commodity) Carry On

Geopolitical tensions and an outbreak of inflationary expectations have flowed into a less sanguine environment for all asset classes, including commodities.

The Case for Energy Stocks

The Case for Energy Stocks

The Russia/Ukraine conflict has highlighted the tight supply/demand balance for global crude, with important implications for energy stocks.

Repricing Risk: How Might the Ukraine Conflict Impact Financial Markets?

Repricing Risk: How Might the Ukraine Conflict Impact Financial Markets?

Assessing the potential impact of rising commodity prices on the global economy, particularly in Europe.

Research in Action: Can the Energy Recovery Continue?

Research in Action: Can the Energy Recovery Continue?

Tight supply and strong demand have caused fossil fuel prices to rise – and improved the prospects of energy stocks.

Russia/Ukraine Market Impact – One Week In

Russia/Ukraine Market Impact – One Week In

A little over a week from the start of the conflict, a look at how equity markets have reacted.