Janus Henderson Investors
We believe in sharing insights from our Janus Henderson’s investment experts to help you navigate market trends and portfolio opportunities.
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Market moves & themes that mattered: January 2026
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Research in focus: Quarterly sector update
The fourth quarter of 2025 featured powerful secular themes that the Research Team believes will continue to create compelling opportunities across sectors in the year ahead.
Research Sector Update: Encouraged by numerous secular growth trends
The third quarter highlighted various secular trends that could potentially set the stage for long-term earnings growth.
Trump tariff-led volatility: Investment lessons learned
With Trump’s tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.
Chart to Watch: Despite inevitable dips, markets have grown over time
Intra-year stock market declines have historically rarely translated to the market being down for the entire year.
Chart to Watch: European defense spending ramps up
A changing geopolitical landscape is helping revive once slow-growing areas of the market, such as European defense.
The jump in yields is real
With yields sharply higher, we dissect what is behind the recent move.
Fixed income outlook: Step back and mind the gap
How rail announcements offer insights into fixed income markets.