Janus Henderson Blog
We believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge. Shared.
Are Your Student Loans Forgivable?
Guidance on how to navigate the student loan debt forgiveness process through the Public Service Loan Forgiveness (PSLF) program.
Keep the Seat Belts Fastened
Gauging the potential for a sustained cross-asset recovery as the world adapts to a new paradigm where COVID-19 remains a persistent risk factor.
For Some Tech Giants, Innovation No Longer a Dilemma
With data and networks acting as valuable currency, today’s leading tech companies appear better positioned to maintain their innovative edge than previous generations of tech titans.
Breaking the Link: GDP Declines and Default Rates
Why we believe corporate default rates may end up being relatively low despite the pandemic-induced economic shock.
The Shape of Credit
A look at factors shaping credit markets, from central bank support to potential resilience from financials.
So … What About Inflation?
Why we feel it is important not to confuse shorter-term cyclical inflation with longer-term structural factors.
China: Moderation Expected After a Steady Early Recovery
A look at the key issues impacting China’s recovery post-COVID-19 and stock market performance year to date.
Sustainable Investing Shines During Market Gloom
Research shows that 70% of sustainable equity funds ranked in the top half of their Morningstar category during the first quarter of 2020. Here’s why.
What a Return to “Normal” Could Mean for Equities
In our ongoing video series on COVID-19, a discussion of the pandemic’s trajectory, vaccine development and investment considerations post-crisis.
Why Secular Growth Leadership Will Likely Continue
Secular growth leadership will likely continue, with the current crisis only helping these stocks strengthen their advantage.
Where the ESG Rubber Meets the Road
While standardized ESG reporting is necessary, investing in high-quality companies also demands an assessment of corporate culture.
The COVID-19 Recession: Sharp but Short?
Why the economic impact from COVID-19 could end up being one of the sharpest but also one of the shortest recessions on record.