For Institutional Investors in the US

Janus Henderson Blog

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European Equities: Will Inflation Be Transitory for Longer?
Value Equities

European Equities: Will Inflation Be Transitory for Longer?

Questioning whether inflation will become more persistent and what this means for European equities.

When Will Fundamentals Matter Again?
Value Equities

When Will Fundamentals Matter Again?

What market factors could encourage a return to fundamental-based investing?

Growth? Value? Just Fundamentals Please…

Growth? Value? Just Fundamentals Please…

A look at the dominance of thematic market factors in determining market movements since the start of the pandemic.

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?

2021 Institutional Client Strategy Perspectives: Known Unknowns

2021 Institutional Client Strategy Perspectives: Known Unknowns

Perspective on some of the major “known unknowns” confronting institutional investors as we step into 2021.