Invest with Insight
Uncertainty can cause investors to question their investment strategy. But with the right perspective, it's possible to look past today's uncertainty and stay focused on long-term objectives.
LATEST INSIGHTS
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Utilities Play Vital Role in Electrification of Global Economy
Portfolio Manager Nick Schommer explores the transformation taking place in energy as utilities invest for the future.
Election Insights: Stocks Tracking Primary Outcomes
Portfolio Manager Marc Pinto weighs in on how equity markets are reacting to the latest developments in the U.S. presidential election.
Market GPS: Stay Focused on Long-Term Growth Themes
Portfolio Managers Doug Rao and Nick Schommer discuss why they believe it is important to balance near-term optimism for equities in 2020 with a focus on long-term themes.
The Next Phase of Tech Disruption
Portfolio Managers Doug Rao and Jeremiah Buckley discuss what the next phase of technology disruption may look like and the investment implications going forward.
Chinese Equities: Investing in Innovation
Charlie Awdry, Portfolio Manager for the Chinese Equities strategy, discusses how innovation is spurring growth and profitability in China.
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.
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
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.
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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.
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.