Which themes are shaping the 2019 investment landscape? Read the thinking of our investment teams in the Janus Henderson Mid-Year Market GPS.
Why investors should balance the massive earnings potential of SaaS companies and their sometimes lofty valuations.
Focusing on secular growth drivers as the technology and health care sectors experience rapid change – and bouts of volatility.
Research Analyst Tom DeLong discusses why large Internet companies are well positioned to withstand potential investigations into anti-competitive behavior.
Despite their domestic focus, small-cap stocks could still be at risk from rising tariffs, says Portfolio Manager Craig Kempler.
Director of Research Carmel Wellso explains how disruption in multiple sectors has led to a wide valuation gap.
Deeply discounted to the broad market, small-cap bank stocks may be worth investors’ consideration, says Portfolio Manager Craig Kempler.
Ride-sharing remains a nascent industry. Here is why we see a long runway for growth.
With valuations stretched and earnings growth past its peak, Portfolio Manager Kevin Preloger says U.S. equities look priced for perfection.
Portfolio Manager Denny Fish explains how electric vehicles, autonomous driving and ride sharing are leading the disruption of the auto industry.
An analysis of the main components that have driven market performance since 2009, and what that could mean for future returns.
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
A long-term study into global dividend trends, analyzing dividends paid each quarter by the 1,200 largest firms by market capitalization.