For Institutional Investors in the US

Janus Henderson Blog

We believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge Shared.

Latest Posts

Subscribe for relevant insights delivered straight to your inbox

Come on Down: Is Inflation Priced Right?

Come on Down: Is Inflation Priced Right?

A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.

New Frontiers: Navigating SPACs, IPOs and New Inefficiencies
Volatility

New Frontiers: Navigating SPACs, IPOs and New Inefficiencies

From the JHI Global Media Conference: A look at the short-term opportunities created by money flows.

Time to Get Active in ETFs?
ETF Featured

Time to Get Active in ETFs?

From the JHI Global Media Conference: Why we believe active ETFs could triple in value over the next four years.

Breaking Down Risk in High-Yield Bonds
Credit

Breaking Down Risk in High-Yield Bonds

A closer look at the different measures of risk in high-yield bonds.

A Changing Backdrop for U.S. Stocks
Volatility

A Changing Backdrop for U.S. Stocks

With the economy strengthening, policy makers may be less willing to backstop market wobbles, presenting a new dynamic for equity investors.

How Is China Facing up to Changing Demographics?
China

How Is China Facing up to Changing Demographics?

A discussion of China’s challenges and responses to an aging population and what this means for investors.

Rising Interest Rates, Inflationary Regimes and CTA Returns

Rising Interest Rates, Inflationary Regimes and CTA Returns

A discussion on the impact of rising rates on traditional asset classes and trend-following strategies.

How the Fourth Industrial Revolution Will Accelerate Decarbonization

How the Fourth Industrial Revolution Will Accelerate Decarbonization

The transition from a fossil analog economy to a renewable electric digital economy is at the heart of global decarbonization.

When Forecasts Fall Short, Humility and Diversity are Key

When Forecasts Fall Short, Humility and Diversity are Key

On the challenges of forecasting interest rates in uncertain markets.

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.

Not Your Traditional Cycle

Not Your Traditional Cycle

Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.

The Affordable Care Act Lives On
Healthcare

The Affordable Care Act Lives On

The Supreme Court’s decision to uphold the legislation may finally bring an end to challenges to the law and further expand health care in the U.S.