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.
The case for asset-backed lending in private credit portfolios
Exploring the case for ABL within private credit portfolios.
Chart to Watch: Retaining high yields through AAA CLOs as rates fall
A falling rate environment presents a challenge for income-seeking investors. Where can you go in the hunt for yield as cash rates decline?
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. 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.