Joshua Cummings, CFA
Joshua (Josh) Cummings is a Portfolio Manager at Janus Henderson Investors, a role he has held since 2024. Additionally, he is a Research Analyst responsible for leading the Consumer and Communications Sector Research Teams. Before coming to Janus in 2016, Josh was senior vice president and equity analyst at Putnam Investments as a consumer and energy analyst on the SMID cap team and before that as a large cap consumer sector analyst. Prior to joining Putnam Investments in 2001, Josh was an equity research associate at Loomis, Sayles Co., LP covering large cap retailers.
Joshua received his bachelor of arts degree in economics from Colby College, graduating with distinction. He earned his MBA in finance and accounting from New York University. Joshua holds the Chartered Financial Analyst designation and has 28 years of financial industry experience.
Articles Written
Global Perspectives: The best sector opportunities in 2025
Interest rates, deregulation, and election outcomes could lead to new sector winners and losers.
Research in Focus: Fast food companies down, but not out
Despite headlines criticizing the rising cost of fast food, consumers’ appetite for food away from home looks set to grow over the long term.
Research in Action: Goods vs. experiences – what will consumers gravitate to in 2024?
The performance of consumer stocks could hinge on where households decide to aim their spending power next.