Cautious – Patient – Selective
Debates abound on what to make of markets’ behavior. Here we assess the fundamentally-driven changes and outline levers that can be pulled to help close the return gap.
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Global Sector Views: Is the U.S. Headed for Recession?
As trade tensions potentially distort the economic outlook, investors should prepare for market volatility and focus on defensive growth companies.
Finding the Middle Way between Growth and Value
As growth companies race to capture network effects and value companies cling to legacy economics, investors may find opportunity somewhere in between.
The Race to Digital: Leaders Pull Ahead, Laggards Fall Behind
Companies across all industries are working to transition to a digital economy – some with more success than others.
Keeping Perspective: Growth and Value Stocks
Co-Head of Equities George Maris suggests opportunities can be found in both growth and value stocks and urges investors to focus on fundamentals.
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.
Geneva Economic and Investment Outlook
Geneva Capital Management prepares an Economic and Investment Outlook on a quarterly basis for the purpose of communicating the views and opinions held by the Firm’s Investment Team at a particular time regarding current and future economic and market trends.
What Knowledge. Shared means for you
At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions.
We call this ethos Knowledge. Shared
Invest in the Power of Disruption
Disruption is rippling through the global economy, and the pace of change is accelerating. Change and innovation are always present, but read more to learn why today is different.