JanusHenderson

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.

Wealth Strategist Ben Rizzuto discusses key considerations for advisors seeking to leverage artificial intelligence (AI) in their practices – chief among them, understanding clients’ comfort level with the technology.

New research reveals that an increasing number of employees are borrowing against their 401(k). Senior Defined Contribution Strategist Taylor Pluss discusses why it’s important to educate participants about the risks of taking plan loans and to consider offering alternative options.

Marc Pinto, Head of Americas Equities, and Lucas Klein, Head of EMEA and Asia Pacific Equities, say a surprisingly straightforward U.S. election could provide additional momentum to U.S. stocks through the end of 2024.

Donald Trump's return to the White House is anticipated to inject further stimulus into the US economy, with Portfolio Manager Oliver Blackbourn outlining how financial markets have initially responded with optimism.

Michelle Dunstan, Janus Henderson’s Chief Responsibility Officer, explores ESG considerations and highlights how integration of financially material ESG risks and opportunities helps Janus Henderson deliver client outcomes.

The Portfolio Construction and Strategy Team compares active ETFs and mutual funds, highlighting the benefits of both and flagging the key questions investors need to ask.

November macro and asset class views。

David Elms, Head of Diversified Alternatives, and Client Portfolio Manager Alistair Sayer discuss how investors can make more efficient use of their passive inventory through modern enhanced equity index approaches.