Janus Henderson Blog
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Finding Financial Success After the “Shecession”
The job losses incurred during the pandemic impacted women disproportionately.
REITs: Potential for Innovation and Growth
How REITs fared through the pandemic and how they are positioned as economies reopen.
I Have Met the Enemy and They Are Me
Pondering the question of who is putting money into long-duration bonds at today’s ultra-low rates.
Can Corporate Cash Drive Further Market Growth?
Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?
The Great Transition: Demographic Change in China
Interpreting the data in China’s latest census, with a focus on pressing economic and societal issues.
Peak Sentiment, Peak Growth, Peak Policy
Considering the prospects for markets as the global recovery gathers momentum.
Global Perspectives: The Outlook for Tech through the Economic Reopening
How different segments of the tech sector will likely be impacted through each phase of the global economic reopening and recovery.
A Clear Revival in Global Dividend Payments
Clear signs of improvement were seen in global dividend payouts in the first quarter of the year.
The Turn: High Yield on the Road to Deleveraging
Does the trajectory of credit fundamentals support the strength in high yield bond markets?
Making Sense of COVID-19 Vaccine IP Waivers
Why U.S. support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.
The Defense Industry Shows Resilience
Amid political change and economic recovery, what is the outlook for the defense industry?
Secular Tech Themes Still Intact
Powerful secular themes are still the main driver to long-term tech earnings growth.