Janus Henderson Investors
We believe in sharing insights from our Janus Henderson’s investment experts to help you navigate market trends and portfolio opportunities.
Articles Written
A diversifying opportunity: The case for small cap investing
Can an allocation to smaller companies help investors to capitalise on the ongoing shifts in global supply chains?
Widening the lens: Revisiting the case for non-U.S. stocks
After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
A new set of winners: Actively navigating a broadening market
With U.S. equity leadership broadening beyond mega-cap stocks, active management offers a path to uncover tomorrow’s winners while managing passive investment concentration risks.
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.
Chart to Watch: Inflation volatility likely but the case for small caps remains strong
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
Stargazing in 2025: Fixed income opportunities
As shifting politics collides with economic realities, what might this mean for fixed income? We focus the telescope on prospects for the new year.
Chart to Watch: Healthcare valuations drop following Trump’s RFK Jr. pick
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
Chart to Watch: Productivity rebound
A resurgence in productivity underscores a significant shift toward greater efficiency.
Chart to Watch: U.S. households remain solid despite uptick in consumer debt
While U.S. consumer loan balances, which include credit cards and other revolving plans, recently surpassed $1 trillion for the first time in history, the rise in debt tells only half the story.
Chart to Watch: U.S. corporate credit yields trading at pre-GFC levels
Yields on U.S. corporate credit have reverted to levels not seen since before the Global Financial Crisis, providing attractive opportunities.
Fixed income outlook: Paid to wait for rate cuts
Janus Henderson Investors explore the income opportunity amid rates uncertainty.
The jump in yields is real
With yields sharply higher, we dissect what is behind the recent move.