Janus Henderson’s investment teams weigh in on the themes that could dominate markets in the months ahead and the potential impact to investors.
In the first of two videos, George Maris, Co-Head of Equities – Americas, discusses fundamental reasons for the return of market volatility.
Research analysts Josh Cummings, Tom DeLong and Joe Furmanski discuss the disruption of traditional video distributors driven by the increase in Internet-delivered streaming.
In an environment negative on the viability of defensive fixed income, we make the case for intermediate-term traditional bonds as a portion of a diversified portfolio.
Read why, in light of secular headwinds, investors should consider incorporating an absolute return mindset into bond strategies.
Portfolio Managers Brian Demain and Cody Wheaton discuss why the consumer staples sector has lost many of the defensive characteristics it once possessed.
What is the path forward for diversified fixed income portfolios? Our Portfolio Construction and Strategy team discusses how the simplest solution for navigating the asset class may be rooted in a goals-based approach.
Retirement and wealth strategies expert Matt Sommer discusses how a dynamic asset allocation strategy can address the new challenges many retirees are facing today, including the need for growth in portfolios with a risk-focus.
With a largely strong year for U.S. equity markets recently jolted by mixed macro signals, uncertainty remains as we approach 2019. Janus Henderson Investors’ Marc Pinto discusses his outlook for the coming year and highlights the risks and opportunities ahead.
John Pattullo and Jenna Barnard share their thoughts on the idea that global economies are in a late-stage cycle, expanding on the risks and opportunities for 2019.
Portfolio Manager John Kerschner discusses JMBS, a new ETF from Janus Henderson, with Bloomberg TV.
Portfolio Managers Jonathan Coleman, CFA, and Scott Stutzman, CFA, share their insights on December’s market slide, and where they see opportunity after the sell-off.
Portfolio Manager Marc Pinto talks to MarketWatch about his balanced strategy approach.