Commentary

You Missed the Market Rally. Now What?

Portfolio Manager John Lloyd discusses two important considerations for investors who feel like they may have missed the market rally.

Commentary

Identifying AI Opportunities in Healthcare

Andy Acker and Research Analyst Tim McCarty discuss how artificial intelligence has enormous potential to improve healthcare delivery across the globe and point to some practical applications that could benefit patients – and investors – in the near term.

Commentary

There’s No Place Like Home: The Residential Reits Opportunity

Global Property Equities portfolio managers Greg Kuhl, Guy Barnard and Tim Gibson discuss the current attractive relative valuation opportunity and merits of residential REITs.

Commentary

Investing Together: Client Conversations

Ali Dibadj, CEO, shares the industry topics he’s hearing most in conversations with asset allocators, family offices, end-clients, colleagues, investors, and others he meets around the world.

Commentary

Why Healthcare Stocks Could Catch a Break This Election Year

Andy Acker and Dan Lyons, Portfolio Managers of the Healthcare and Biotech strategies, discuss why the rematch in this year’s U.S. presidential election could be neutral for the healthcare sector.

Commentary

Sitting in Cash? What’s Your Next Move?

Global Head of Client Portfolio Management Seth Meyer discusses the hidden risks and potential strategic pitfalls of sitting in cash.

Commentary

Does Your Balanced Fund Have These Three Essentials?

Janus Henderson Investors Portfolio Managers Greg Wilensky and Jeremiah Buckley discuss what they consider the three essential elements of an effective balanced strategy in the current environment.

Commentary

What to Watch for in a Potentially Slowing Economy

With the lagging effect of elevated interest rates potentially cooling the appetite of the economic growth engine that is the U.S. consumer, Global Head of Multi-Asset Adam Hetts at Janus Henderson Investors explains why he believes investors should take a defensive stance by prioritizing quality companies and cross-asset diversification.

Commentary

Healthcare Stocks: Positioned for a Smoother Ride in 2024?

In the wake of recent underperformance, healthcare is entering the new year with compressed valuations just as innovation picks up and a post-COVID reset winds down. That should make for a positive outlook, says Janus Henderson Portfolio Managers Andy Acker and Dan Lyons.

Commentary

Peeling Back the Onion: A Concentric Approach to Investment Decision Making

The past year has been punctuated by attention-grabbing headlines: The ongoing war in Ukraine, the U.K. pensions crisis, the collapse of Silicon Valley Bank, debt ceiling negotiations, the rise of ChatGPT … and the list goes on.

Commentary

The Three Habits of Successful Bond Investors

It is human nature to be captivated by unbelievable stories, great victories, and thrilling endings. One could argue that we have a penchant for the dramatic.

Commentary

Two Sides of Healthcare, One Strong Investment Case

Portfolio Manager Andy Acker explains why the healthcare sector could offer an attractive combination of defense and growth in today’s market.

Commentary

In Defense of Defensive Fixed Income: The Case for Adding Duration

Three reasons why investors should consider adding intermediate-duration bonds back to their fixed income portfolios.

Commentary

Storing Cash

For investors wondering where to store cash, comparing the maturity profiles on Treasuries with their “risk of loss” history can help reveal where value might lie within shorter maturities.

Commentary

Ukraine Investment Considerations: Time in the Market Beats Timing the Market

While the Russia-Ukraine conflict will likely remain uncertain for some time, we believe situations like this require cool heads from an investment perspective.