Janus Henderson Blog
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Is There an Investment Case for Oil and Gas During the Energy Transition?
Coming out of the global pandemic, oil and gas could see one more upcycle even as renewables gain market share.
Analyzing ESG Factors for Risk and Opportunity
Environmental, social and governance (ESG) factors have become a significant risk/opportunity consideration for both companies and investors.
Taking Stock of the Mining Sector
A discussion of drivers of change in the mining sector and why ESG credentials matter in the move toward a digitized, electrified and fossil fuel-free future.
Reflation: Is This the Real Thing or Just Fantasy?
A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.
Finding Value in Each Other: Active Collaboration in Stock and Bond Analysis
Assessing the benefits of active collaboration in stock and bond analysis.
Biden’s Stimulus Plan: No Free Lunch
Considering the implications of President Biden’s planned $1.9 trillion fiscal stimulus for the U.S. economy, monetary policy and the markets.
Building Robust Bond Portfolios in a Low-Rate World
A discussion of the challenges – and unique opportunities – associated with building bond portfolios in a world with historically low interest rates.
The Not-So-Easy Steps to Investing Success
Considering the lessons to be learned from the recent GameStop trading activity.
Valuing High Yield’s Improving Credit Quality
Assessing the impact of rising credit quality on high yield spreads.
The Far-Reaching Investment Implications of China Decarbonization
Considering the massive investment implications of China’s decarbonization plan.
COVID Variants: The Impact on Pandemic Trajectory, Biopharma Stocks
Making sense of the latest developments around COVID-19 variants and what investors should consider now.
Exploiting Two-Way Traffic in High Yield
Taking a drive in the auto sector to demonstrate how both upgrades and downgrades can be a source of returns.