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Janus Henderson

October 29, 2020

Fast Food Stays Healthy

The current recession has severely impacted restaurants in the U.S. The industry is vast, however, and quick service restaurants (QSRs) – commonly known as “fast food” – have navigated the challenging economic environment relatively well.

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Janus Henderson

September 18, 2020

Long-Term View Best Tonic for Digesting Tech Sector Volatility

Recent volatility in the tech sector may cause some investors to lose sight of the powerful forces that have propelled tech’s earnings growth; yet Portfolio Manager Denny Fish argues that a long view is essential for maximizing the opportunity presented by the transition to a digital global economy.

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Janus Henderson

September 4, 2020

Bond Markets Channel Their Inner Tubthumping

The Global Bonds Team states that while supportive monetary policy has helped global bond markets get up off the mat, bond investors must still keep an eye on issuer fundamentals and consider employing a wider range of tools to achieve the characteristics typically associated with a fixed income allocation.

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Janus Henderson

August 28, 2020

The Regulatory and Policy Landscape for Big Tech

Portfolio Manager Denny Fish believes that even if some large tech companies are compelled by regulators to adjust their business practices and others are impacted by a deceleration of global trade, the sector’s secular drivers remain intact and tech will continue to account for a greater share of corporate earnings.

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Janus Henderson

July 17, 2020

Prospecting in the “New Normal”

The traditional model of prospecting, which relied on face-to-face contact, could soon be a thing of the past. Knowledge Labs® Director Lindsay Troxell and Head of Professional Development Michael Futterman explain how financial professionals can shift their approach to attracting new clients and position their businesses to benefit from change.

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Janus Henderson

June 5, 2020

The Political Struggle among Hong Kong, China and the United States

Portfolio Manager Jennifer James explains why she believes China’s introduction of the National Security Law for Hong Kong is more about politics than economics and why, against the backdrop of ongoing U.S.-Sino trade disputes, Hong Kong is both a symbol and a wedge that may ultimately accelerate the divide between China and the U.S.

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