For Institutional Investors in the US

Janus Henderson Blog

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A Clear Revival in Global Dividend Payments
Coronavirus Dividends

A Clear Revival in Global Dividend Payments

Clear signs of improvement were seen in global dividend payouts in the first quarter of the year.

The Turn: High Yield on the Road to Deleveraging
Credit

The Turn: High Yield on the Road to Deleveraging

Does the trajectory of credit fundamentals support the strength in high yield bond markets?

Making Sense of COVID-19 Vaccine IP Waivers
Coronavirus Healthcare

Making Sense of COVID-19 Vaccine IP Waivers

Why U.S. support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.

The Defense Industry Shows Resilience

The Defense Industry Shows Resilience

Amid political change and economic recovery, what is the outlook for the defense industry?

Global Perspectives: Sustainable Investing in Clean Technologies

Global Perspectives: Sustainable Investing in Clean Technologies

A transformative synchronized investment boom into clean technologies is underway in the U.S. and beyond.

Right Here, Right Now: Growth Opportunities in Real Estate

Right Here, Right Now: Growth Opportunities in Real Estate

Assessing opportunities created by the “reopening rotation” trade in REITs.

How Are China’s Stock Markets Developing and Evolving?
China Coronavirus

How Are China’s Stock Markets Developing and Evolving?

The impact of “re-shoring” and rising cross-border flows on Chinese markets.

Resources in 2021: A Year of Transformation

Resources in 2021: A Year of Transformation

What may lie ahead for the mining, energy and agriculture sectors in 2021 and beyond.

A Closer Look at Dynamic Trend Following
Volatility

A Closer Look at Dynamic Trend Following

A look at different approaches to capturing micro and macro trends in markets.

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).

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.