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

Three Reasons Investors Should Consider Global REITs
Property Equities

Three Reasons Investors Should Consider Global REITs

In a slow-growing, low-yielding environment, global REITs can provide a valuable source of income, diversification and liquidity.

BB-Rated Bond Yields Closing in on BBBs
Credit

BB-Rated Bond Yields Closing in on BBBs

Portfolio Manager John Lloyd offers perspective on the current relationship between BBB- and BB-rated bond spreads.

Health Care Reform that Could <i>Lower</i> Costs
Healthcare

Health Care Reform that Could Lower Costs

Amid a raft of costly proposals to overhaul U.S. health care, companies are hustling to find efficiencies and improve patient outcomes.

The Next Phase of Tech Disruption
Growth Equities Technology

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.

Opportunities in Global Sustainable Equity
Sustainable Investing

Opportunities in Global Sustainable Equity

Portfolio Manager Hamish Chamberlayne discusses recent developments affecting the world of sustainable and responsible investment (SRI).

Can Biotech Bounce Back?
Healthcare

Can Biotech Bounce Back?

Portfolio Manager Andy Acker discusses biotechnology’s sell-off this year and why he thinks investors should not give up on the sector.

Scarcity of Reliable Growth Demands Greater Focus on Quality in Equities
China Interest Rates

Scarcity of Reliable Growth Demands Greater Focus on Quality in Equities

Jeremiah Buckley discusses how shifts in central bank policy and slowing global growth have altered the equity investing landscape.

The Hawkish Rate Cut
Interest Rates

The Hawkish Rate Cut

A pause after today’s rate cut may make sense in the short term, but greater accommodation may be necessary over the long haul.

Death of the Shopping Mall? E-Commerce Disrupts Retail Real Estate
Property Equities

Death of the Shopping Mall? E-Commerce Disrupts Retail Real Estate

With the rise of e-commerce, physical spaces like shopping malls are losing relevance, putting pressure on the retail real estate sector.

Chinese Equities: Investing in Innovation
China Growth Equities

Chinese Equities: Investing in Innovation

Charlie Awdry, Portfolio Manager for the Chinese Equities strategy, discusses how innovation is spurring growth and profitability in China.

Bond Market Dynamics Highlight Importance of Diversification
Credit Volatility

Bond Market Dynamics Highlight Importance of Diversification

Most major credit asset classes are trading close to their 5-year average spread, limiting opportunities in asset allocation in today’s market.

Marching to a Million: How Millennials Save
Retirement Planning

Marching to a Million: How Millennials Save

In a series of podcasts and videos, our millennial colleagues share their views on preparing for retirement.