Janus Henderson Blog
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Investing in Diversity: Analyzing the Investment Risks and Opportunities
A discussion on the importance of diversity and inclusion from an investment perspective.
Can a Broader Recovery Spur a Value Rotation?
A discussion of recent positive developments that may spur a broader economic recovery and a rotation into value stocks.
Sustainable Design in Consumer Products
An in-depth look at the role of sustainability in consumer products.
Analyzing the Outlook for Global Dividends
An update on some of the dividend trends we are seeing within the world of equity income.
Evaluating Stocks as Growth Continues to Grow
Evaluating growth stocks in the face of concentrated market leadership.
A Mostly Benign Outlook for U.S. Inflation
Assessing the risks of inflation against a backdrop of economic recovery and fiscal and monetary stimulus.
COVID-19 Vaccine Beats Expectations
How a novel vaccine candidate from Pfizer and BioNTech could shape the trajectory of the global pandemic.
A Potential Turning Point in the Battle Against COVID-19
Delivering better-than-expected trial data, a vaccine candidate from Pfizer and BioNTech could mark the beginning of the end of the pandemic and boost confidence in an economic recovery, now underway.
Global Perspectives: Making Sense of the U.S. Election
A panel discussion exploring the market implications of the 2020 U.S. election, recorded on Nov. 5 as votes continued to come through.
Options Market Warms to Divided Government
The options market signals that riskier assets may find a supportive environment in an era of split government and policy moderation.
U.S. Election Reflections: Celebrating Gridlock
In a tightly contested U.S. election, where the issue of postal votes could decide the victor, what does this mean for financial markets?
2020 U.S. Election: First Take
Why the removal of election uncertainty could support markets – regardless of the outcome.