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.
The case for asset-backed lending in private credit portfolios
Exploring the case for ABL within private credit portfolios.
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: AAA CLOs, short-duration corporates outperformed cash over the long term
Investors sitting in cash may be leaving yield on the table.
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.
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. 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.
Chart to watch: Navigating “Goldilocks”
This week’s chart to watch spotlights the contrast between U.S. rate cut expectations and the broad economic growth trajectory.