For Institutional Investors in the US

Janus Henderson Blog

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Market GPS: Investors Should Expect the Unexpected in 2020

Market GPS: Investors Should Expect the Unexpected in 2020

Ash Alankar reveals what surprises 2020 may have in store for markets, including a possible rebound in non-U.S. equities and an overdue rise in inflation.

UK Election Signals Inflows and Takeovers
Brexit

UK Election Signals Inflows and Takeovers

Portfolio Manager Laura Foll discusses the UK equity market’s reaction to Conservatives’ sweeping win and the long-term implication for investors.

Market GPS: Sustainable Equities in 2020 and Beyond

Market GPS: Sustainable Equities in 2020 and Beyond

We see reason to remain optimistic in 2020 by focusing on companies whose business models support a sustainable global economy.

Bond and Equity Markets Sending Mixed Signals on Economic Outlook
Interest rates Volatility

Bond and Equity Markets Sending Mixed Signals on Economic Outlook

John Pattullo, Co-Head of Strategic Fixed Income, provides insight on the chances of a soft or hard landing for the U.S. economy.

Market GPS: Consumer Spending and Low Rates Favor Stocks in 2020

Market GPS: Consumer Spending and Low Rates Favor Stocks in 2020

A healthy consumer and low bond yields – two trends that dominated 2019 – look set to continue in 2020, creating a favorable backdrop for equities.

Three Reasons Investors Should Consider Global REITs
Property Equities

Three Reasons Investors Should Consider Global REITs

In a slow-growing, low-yielding environment, global REITs can provide a valuable source of income, diversification and liquidity.

Quest for Yield Means Making Cash Work Harder
Credit Interest rates

Quest for Yield Means Making Cash Work Harder

Portfolio Manager Dan Siluk discusses the challenges of generating positive yield amid falling rates and economic uncertainty.

What’s Behind the Historic Valuation Gap in Equities?

What’s Behind the Historic Valuation Gap in Equities?

Director of Research Carmel Wellso explains how disruption in multiple sectors has led to a wide valuation gap.