Janus Henderson Blog

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Making Sense of the 2020 U.S. Election: Insights on the potential market impact and investment implications of the 2020 U.S. presidential race.

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Investment Themes for the Economic Recovery
Coronavirus Volatility

Investment Themes for the Economic Recovery

The rapid adoption of cloud computing and e-commerce are just some of the investment themes we see emerging as the economy moves toward recovery.

What “Equalizing” Retirement Contributions Could Mean for Investors
Elections Retirement Planning Tax

What “Equalizing” Retirement Contributions Could Mean for Investors

A deeper look into the Joe Biden tax plan with a synopsis of the plan’s proposal to equalize tax treatment for retirement plan contributions.

Abenomics: More Arrows in the Quiver?
Coronavirus

Abenomics: More Arrows in the Quiver?

Japanese Prime Minister Shinzo Abe’s resignation signifies an end to “Abenomics,” policies based on monetary easing, fiscal stimulus and structural reforms.

Long-Term View Best Tonic for Digesting Tech Sector Volatility
Technology Volatility

Long-Term View Best Tonic for Digesting Tech Sector Volatility

Investors maintaining a tech allocation should stay focused on the secular forces behind the sector’s recent impressive financial performance.

A 60-Second Primer on the Joe Biden Tax Plan
Elections Tax

A 60-Second Primer on the Joe Biden Tax Plan

Tax planning strategies that can be incorporated year-round – regardless of the election outcome.

Fall Harvest: Preparing Portfolios for the Next Season
Value Equities

Fall Harvest: Preparing Portfolios for the Next Season

Now may be the time for investors to evaluate their portfolios and prepare for the next season.

Why Your Financial Plan Should Be Apolitical

Why Your Financial Plan Should Be Apolitical

Financial markets will have ups and downs regardless of who wins the election this November.

Options-Implied Analysis of U.S. Presidential Election
Elections

Options-Implied Analysis of U.S. Presidential Election

After the recent party conventions, the options market continues to favor a Biden victory – but does not see his chances of winning increasing.

Bond Markets Channel Their Inner Tubthumping
Coronavirus Credit Interest Rates

Bond Markets Channel Their Inner Tubthumping

A reflection on how the lyrics of a pop hit from 20 years ago can have some interesting overlap with today’s crisis-hit economy and markets.

Investors: Step Back from the Market’s Edge
Coronavirus Value Equities

Investors: Step Back from the Market’s Edge

Current market extremes present shifting reward-to-risk opportunities.

Health Care Gains an Edge

Health Care Gains an Edge

How COVID-19 is shifting the discourse around health care during the 2020 U.S. election.

A Superfluous Tweak to the Fed’s Mandate
Coronavirus Interest Rates

A Superfluous Tweak to the Fed’s Mandate

Despite a shift in policy, the Federal Reserve will likely not have to worry about watching inflation climb above its target of averaging 2% over the long term.