Janus Henderson Investors
We believe in sharing insights from our Janus Henderson’s investment experts to help you navigate market trends and portfolio opportunities.
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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.
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.