For Institutional Investors in the US

Janus Henderson Blog

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A Renewed Focus on Business Models
Coronavirus Technology

A Renewed Focus on Business Models

The importance of understanding a company’s business model to assess value and risk in an investment.

Global Sustainable Equity: News and Opportunities (January 2021)

Global Sustainable Equity: News and Opportunities (January 2021)

Reflecting on the last quarter of 2020 and looking ahead to the opportunities in the world of sustainability.

Positioning for Higher Yields
Interest rates

Positioning for Higher Yields

Assessing the risks and opportunities of higher government bond yields.

Japan Equities Outlook: What Can Tuna Auctions Tell Us About Future Market Trends?

Japan Equities Outlook: What Can Tuna Auctions Tell Us About Future Market Trends?

Junichi Inoue, Head of Japanese Equities, discusses why the Japanese stock market performed well last year despite its cyclicality and shares his outlook for a recovery in 2021.

Welcome to Flow World
Volatility

Welcome to Flow World

Large-scale trading activity periodically creates short-term dislocations that may present investment opportunities.

Active ETFs Are Here to Stay
ETF Investment Outlooks

Active ETFs Are Here to Stay

Nick Cherney discusses the driving forces behind the growth of the exchange-traded fund (ETF) industry and why active ETFs are capturing a larger share of the overall market.

High Yield: Passing the Baton from Beta to Alpha
Credit

High Yield: Passing the Baton from Beta to Alpha

With credit spreads gradually tightening, returns will likely become less about market direction (beta) and more about identifying individual opportunities (alpha).

China: What Can Investors Expect in the Year of the Metal Ox?

China: What Can Investors Expect in the Year of the Metal Ox?

China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.

ESG in 2021: Closing the Expectations Gap

ESG in 2021: Closing the Expectations Gap

Antony Marsden explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.

2021 – In a Word: Recovery

2021 – In a Word: Recovery

Andrew Mulliner explains why 2021 will likely be a year of recovery, though he cautions that investors should keep one eye on inflation and inflation expectations.

Multi-Asset Outlook 2021: All Change

Multi-Asset Outlook 2021: All Change

News of game-changing vaccines in late 2020 heralded a dramatic shift in expectations for markets and the economy in 2021. Paul O’Connor considers the rationale behind this optimism.

A Blue Wave or a Blue Swell?
Elections Interest rates

A Blue Wave or a Blue Swell?

With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.