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There are 198 item(s) tagged with the keyword "Janus Henderson".

Displaying: 1 - 10 of 198

JH Explorer: A trip to India does not disappoint

A team of Janus Henderson Portfolio Managers and Research Analysts share their insights from a recent trip to an ascendant India.

Tags: Janus Henderson, JH Explorer, Emerging Markets
Quick View: What investors should know from NVIDIA's GTC 2025

Portfolio Manager Richard Clode discusses the key learnings from NVIDIA’s annual technology conference, a key event highlighting the rapid progression of the AI revolution, including opportunities created by agentic AI.

Tags: Janus Henderson, Technology, Artificial Intelligence
Japanese equities: "Behind where people go, a way for a mountain of flowers"

Junichi Inoue, Head of Japanese Equities, is feeling hopeful. While cherry blossoms’ beauty may be fleeting, savvy investors are more likely to appreciate the perennial allure of Japanese stocks.

Tags: Janus Henderson
The state of the energy transition: Where are we now?

While the politics of climate are changing, the prevailing trends continue to reveal significant investment opportunities in the energy transition, as outlined by Tal Lomnitzer.

Tags: Janus Henderson, Natural Resources, Environmental Social Governance (ESG)
Quick View: NVIDIA still more boom than bust

Portfolio Manager Richard Clode joined NVIDIA’s most recent earnings call. He highlights the main considerations for investors on the company, as well as the generative AI tech wave more broadly.

Tags: Janus Henderson, Technology, Artificial Intelligence
Fact vs Fiction: Is the CLO market too concentrated?

There’s a misconception that the CLO market is heavily skewed towards a particular sector or region, concentrating risk. Portfolio Managers Denis Struc and Ian Bettney challenge this myth and demonstrate that its composition is actually advantageous.

Tags: Janus Henderson, Portfolio Construction, Income, Diversification, Credit
Global small caps – no longer the ugly duckling

As market dynamics shift and mega-cap tech companies show vulnerability, Portfolio Manager Nick Sheridan explores how global small caps, with their unique growth and diversification potential, are poised for a significant resurgence.

Tags: Janus Henderson, Volatility
Signal from noise: What is going on in the US employment market?

Jenna Barnard, Co-Head of Global Bonds, explores the detail in recent jobs data, suggesting that the worrying level of cooling will further support the case for interest rate cuts.

Tags: Janus Henderson, Inflation
Will a new candidate create volatility for healthcare stocks?

Portfolio Managers Andy Acker and Dan Lyons explain why the change in Democratic nominee for U.S. president is unlikely to result in added uncertainty for the healthcare sector.

Tags: Janus Henderson, Healthcare, Elections
Sustainable equity: Oil imbalance paves way for electric vehicle supply chain growth

Projected growth in electric vehicle (EV) fleets is expected to contribute to a halt in oil demand growth by the decade's end. Hamish Chamberlayne explores the impact on the oil market and bolstered investment opportunities within EV supply chains.

Tags: Janus Henderson, Environmental Social Governance (ESG)

Displaying: 1 - 10 of 198