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Janus Henderson

May 7, 2021

Other Companies Join Tech Earnings Party

With an economic recovery underway, cyclical-growth stocks are positioned to join secular-growth companies in propelling tech sector earnings higher over the midterm, says Portfolio Manager Denny Fish.

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Janus Henderson

April 23, 2021

The Market’s Tug-of-War

Portfolio Manager Doug Rao explains why stock valuations and interest rates are engaged in an ongoing tug-of-war as investors evaluate the potential breadth and depth of the economic recovery.

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Janus Henderson

April 9, 2021

What’s New in Fiduciary Breach Cases?

Retirement Director Ben Rizzuto expects two issues – Multiple Employer Plans (MEPs) and the types of investments offered on plan menus – to be part of the next generation of potential fiduciary failures and lawsuits.

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Janus Henderson

January 29, 2021

Tempering Expectations

While record-setting prices for riskier assets hint at better days ahead, Portfolio Manager Nick Maroutsos believes that a complete exit from the pandemic may take longer than expected and therefore justify continued monetary and fiscal hyper-accommodation.

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Janus Henderson

December 4, 2020

Global Bonds in 2021: Better but Still Bumpy

The trajectory of bond markets will be largely dictated by the opposing forces of an effective COVID-19 vaccine deployment and potential early-year economic lockdowns, says Portfolio Manager Nick Maroutsos.

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