For Institutional Investors in the US

Janus Henderson Blog

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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.

Biopharma’s Targeted Approach to Growth
Healthcare

Biopharma’s Targeted Approach to Growth

A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.

Market and Economy Giving Fed What It Wants
Interest rates

Market and Economy Giving Fed What It Wants

Even with an update to its interest rate projections that is perhaps overdue, the Fed can still afford to be patient.

Markets Shift Their Tone as Economies Reopen
Coronavirus Volatility

Markets Shift Their Tone as Economies Reopen

Assessing the recent shift in tone in equity markets and the key themes driving volatility.

Why Have Copper Prices Reached All-Time Highs?

Why Have Copper Prices Reached All-Time Highs?

Why copper prices have recently been hitting record highs, and implications for investors.

REITs: Potential for Innovation and Growth

REITs: Potential for Innovation and Growth

How REITs fared through the pandemic and how they are positioned as economies reopen.

I Have Met the Enemy and They Are Me
Interest rates

I Have Met the Enemy and They Are Me

Pondering the question of who is putting money into long-duration bonds at today’s ultra-low rates.

Can Corporate Cash Drive Further Market Growth?
Coronavirus

Can Corporate Cash Drive Further Market Growth?

Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?

The Great Transition: Demographic Change in China
China

The Great Transition: Demographic Change in China

Interpreting the data in China’s latest census, with a focus on pressing economic and societal issues.