Janus Henderson Blog
We believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge. Shared.
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
Portfolio Manager John Lloyd offers perspective on the current relationship between BBB- and BB-rated bond spreads.
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
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
Portfolio Manager Hamish Chamberlayne discusses recent developments affecting the world of sustainable and responsible investment (SRI).
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
Jeremiah Buckley discusses how shifts in central bank policy and slowing global growth have altered the equity investing landscape.
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
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
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
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
In a series of podcasts and videos, our millennial colleagues share their views on preparing for retirement.