Please ensure Javascript is enabled for purposes of website accessibility U.S. Financial Professionals | Janus Henderson Investors

Why UK small cap could be the stand-out performer of 2023

Following a gloomy 2022, 2023 has brought tentative reasons for optimism on the global economy. In particular, softening inflation and hopes that the recession may not be as severe as expected. Smaller companies have often performed well during periods of improving economic sentiment. Following a challenging year, is now the time to reconsider small cap stocks?

Is Asia positioned for growth in 2023?

Mike Kerley, Portfolio Manager of Henderson Far East Income, reflects on the key drivers of performance in 2022, China’s reopening, inflation and interest rate risk in the Asia Pacific region and highlights the dividend trends he expects to play out in 2023.

Michael McNurney

Michael McNurney is an equity Investment Specialist at Janus Henderson Investors, a position he has held since 2023.

Brighter days ahead for listed property

Guy Barnard, Co-Head Global Property Equities and Matthew Bullock, EMEA Head of Portfolio Construction & Strategy, discuss the listed property sector and which attributes and subsectors are best positioned to continue to deliver earnings and dividend growth, even as economies slow.

Mortgage-backed securities: Priced for imperfection?

Fixed income investors have welcomed a positive start to 2023 after a very tough year in 2022. Last year, as inflation soared, bond prices were hit simultaneously with rising interest rates and widening credit spreads culminating in the Bloomberg U.S. Aggregate Bond Index (Agg) registering its worst year since 1999. As painful as this sharp

A dose of immunity during a market downturn

Accelerating innovation in the biotechnology sector may offer investors new potential growth opportunities. In a market environment where we believe investors should tread carefully, Jennifer Nichols, Client Portfolio Manager and Matthew Bullock, EMEA Head of Portfolio Construction and Strategy discussed how healthcare’s unique blend of defensive characteristics and growth potential may offer immunity from the downturn.