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Janus Henderson

August 15, 2019

Revamping the Client Segmentation Process

Busy is not the same as effective. In our “always-on” environment, we are constantly trying to keep up with what’s in front of us at any given moment. This approach does not lend itself to long-term planning, daily stress management or reflection on the question, “Am I doing the right things to create success in my business?”

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Janus Henderson

August 9, 2019

Tariffs Come to Main Street

Markets reacted negatively – and for good reason – to last week’s news that the Trump administration would introduce tariffs on most of the Chinese exports not already included in earlier rounds of the trade dispute. This latest round consists of products catering most directly to consumers and, given that personal consumption comprises roughly 70% of the U.S. economy, this one may hurt.

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Janus Henderson

July 19, 2019

Drug Pricing Reform Shifts Course

Last week, the Trump administration abandoned plans to overhaul drug rebates in Medicare while a federal judge ruled against listing prescription drug prices in TV ads. But U.S. drug reform is far from over, with implications for investors, says Portfolio Manager Andy Acker and Health Care Research Analysts Luyi Guo and Rich Carney.

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Janus Henderson

July 12, 2019

Are Markets Heading Toward a Binary Outcome?

Investment management tends to be a field of specialization, with much time spent conducting in-depth research into a particular asset class. Yet it also can prove advantageous to take a more holistic view of the broader market to glean insight into its future trajectory and that of the economy.

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Janus Henderson

May 24, 2019

The Booming U.S. Stock Market … Will It Last?

Stein’s Law, a principle from the late Herbert Stein, chairman of the Council of Economic Advisers during the Nixon administration, states, “If something cannot go on forever, it will stop.” Mr. Stein’s words are a good reminder that knowing if and when to act is never easy.1 The idea seems relevant today in another context: the stock market, which has been booming. After realizing an 18% average annualized total return since the low in early March 2009 (i.e., the bottom of the Global Financial Crisis) through the end of April 2019, investors in the U.S. stock market may ask themselves: “Will this last?”

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Janus Henderson

May 10, 2019

Greater Clarity on Fed Policy, But Not on Financial Market Outcomes

A central component of U.S. monetary policy over the past decade has been forward guidance, that is, transparency on future policy moves. As recently as last summer, Federal Reserve (Fed) officials maintained the drumbeat of additional rate hikes, speaking often of an elusive neutral rate. Also laid out was their planned balance sheet roll-off of Treasuries. Officials’ rhetoric shifted in December as they announced the central bank would effectively pause its normalization program.

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