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

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.

Peak Sentiment, Peak Growth, Peak Policy
Coronavirus

Peak Sentiment, Peak Growth, Peak Policy

Considering the prospects for markets as the global recovery gathers momentum.

Global Perspectives: The Outlook for Tech through the Economic Reopening
Coronavirus Technology

Global Perspectives: The Outlook for Tech through the Economic Reopening

How different segments of the tech sector will likely be impacted through each phase of the global economic reopening and recovery.

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.