Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Intech explains how global equity risks have changed following stocks’ impressive first-quarter rally.
Portfolio Managers Brian Demain and Cody Wheaton share their insights on the headwinds driving margin compression, and what it could mean for stocks.
Portfolio Manager Justin Tugman explains why investors may want to consider high-quality, small-cap value stocks in today’s market.
Beyond short-term concerns about growth and trade, the outlook for the chip industry looks positive, powered by consolidation and the Internet of Things.
Research Analyst Ian McDonald discusses the disruption to the global payments industry caused by the digitization of the economy and the growth of e-commerce.
Tim Gibson, Guy Barnard and Greg Kuhl, Portfolio Managers for the Global Property Equities strategy, discuss how REITs can provide a way to capitalize on aging populations.
Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.
Research Analyst Jon Bathgate discusses the favorable secular themes that have helped fuel this year’s recovery in semiconductor stocks.
Global dividends rose to a new record in 2018, with a strong fourth quarter for dividend payments despite more challenging equity market conditions, according to the latest Janus Henderson Global Dividend Index.
Ethan Lovell and Rich Carney of the Global Life Sciences team explain a new proposal for Medicare drug pricing and the potential impact to health care firms.
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
Our latest podcast from Janus Henderson Radio: Streaming platforms are changing the way we consume TV and video, creating challenges for traditional pay-TV providers.