Why mid-cap companies – and investors – must adapt their approach in a more challenging investment environment.
From fast growth to prudent growth: A changing road map for mid-caps
Global Perspectives: Seeking to mitigate risk with Alternatives
What can a multi-strategy alternatives approach offer investors when more traditional assets like bonds and equities are both volatile and seemingly correlated?
Lauren Petite
Lauren Petite is a Research Analyst at Janus Henderson Investors, a position she has held since 2022. She is a member of the Central Research Team focused on the health care and technology sectors. Prior to joining the firm in 2018 as an associate analyst, Lauren held various internships, including a global markets summer analyst
Adam Poussard, CFA
Adam Poussard is an Assistant Portfolio Manager at Janus Henderson Investors, a position he has held since 2024.
Look beneath the surface for small- and mid-cap opportunities
Why the small- and mid-cap space may present opportunities in the current economic environment.
European Equity: A warmer spring after a cold winter?
The more cyclical nature of European equities versus the U.S. and their lower relative valuations may present strong upside potential.
Healthcare: Immunity from the downturn?
The healthcare sector has proved resilient during past market downturns and may offer growth opportunities regardless of the recession outlook.
Sea change in short duration
How being nimble and flexible in a short-term fixed income allocation can help investors maintain stability during rate volatility.
Back to basics with intermediate duration
After investors had wisely been moving to the short end of the yield curve, intermediate-duration bonds may now be more attractive.
Treading carefully: A balancing act for 2023
The Portfolio Construction and Strategy Team outlines key themes for the next stage of this market cycle and their nuanced implications across global asset classes.