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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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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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