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
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.
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.