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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Research sector update: Navigating near-term volatility
Uncertainty about the outlook for AI spending and trade have made focusing on corporate fundamentals all the more important.
Chart to Watch: U.S. securitized fixed income’s performance through recent market corrections
For investors who are relatively new to securitized fixed income, recent market volatility may have provided the first opportunity to witness how securitized sectors might respond when equity markets pull back.
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.
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: 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.
Investment considerations for the second Trump presidency
With all eyes focused on the White House, investors must decide what the incoming President’s policies will mean for markets and how to position accordingly. Ahead of the inauguration, we asked our portfolio managers what they think should be front of mind for investors.
Quick View – The Fed decision: Higher growth comes at a price
A Fed statement with hawkish undertones illustrates that sustained U.S. economic growth comes at the price of higher rates.
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.
Quick View: The Fed acknowledges the elephant in the room
Identifying the appropriate range for policy rates has gotten even more challenging given economic initiatives proposed by the incoming administration.