Midcaps: Finding diversified growth in an AI-dominated market
Portfolio Managers Brian Demain and Cody Wheaton explain why artificial intelligence (AI) dominance in equity markets makes diversification even more valuable and where they're finding growth beyond AI in midcaps.
Investor Survey: What female clients want advisors to know about AI
by Marquette Payton, CRPS®, CDFA®, Director, Practice Management Consultant, Janus Hnderson New Janus Henderson research suggests that when…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
There’s more to growth than AI
by Richard Bernstein, Richard Bernstein Advisors, Janus Henderson For many of the past several years, investor enthusiasm has…
Tokenisation: Why blockchain rails could redefine the future of finance
by Patrik Björklund, CFA, Innovation Strategist, Janus Henderson Innovation Strategist Patrik Björklund examines why tokenisation may be nearing an inflection…
Women and retirement: Planning with confidence
Women continue to face unique financial challenges, including longer life expectancies, caregiving responsibilities, and lower lifetime earnings. In conjunction with Women's Retirement Security Day, Marquette Payton outlines practical steps women can take to help strengthen their retirement readiness and long-term financial security.
The underappreciated strength of European banks
Portfolio Managers Julian McManus and Chris O’Malley, together with Research Analyst Martin Leitgeb, discuss how European banks’ strong performance in recent years reflects not only a rebound from depressed valuations but also sustained improvement in fundamentals that remains underappreciated by the market.
Chart to Watch: How well have AAA CLOs handled interest rate volatility?
by John Kerschner, CFA, Global Head of Securitised Products, Portfolio Manager, Janus Henderson Early this year,…
Investor Survey: For advisors using AI, transparency is not optional
Wealth Strategist Ben Rizzuto discusses findings from Janus Henderson’s 2026 Investor Survey highlighting why it’s important for advisors to be open with clients about how they’re implementing artificial intelligence (AI) in their practices.
EQ vs. AI: Why emotional intelligence matters more than ever in the age of AI
Monika Mikiciuk, Director, Practice Management Consultant, discusses how, as artificial intelligence (AI) reshapes the financial planning industry, emotional intelligence is becoming a critical differentiator for advisors.
To wow clients consistently, take a page from these three experts
Bryan Powell, Executive Director, Practice Management Consultant, shares best practices from outside the industry on how to create more meaningful and consistent client experiences.
Diversified alternatives: Investors should adapt to a new market reality
David Elms, Head of Diversified Alternatives, explores how greater market complexity and unstable correlations are reshaping portfolio construction and increasing the relevance of flexible, diversified approaches.
Five things the new Fed Chair should know…but might not
Richard Bernstein, Global Head of Macro & Customized Investing, flags five key aspects of the deglobalization and inflation backdrop that suggest the Fed may be using an outdated playbook, including its 2% inflation target.
How wealth advisory teams can use AI to amplify human intelligence
Bryan Powell, Executive Director, Practice Management Consultant, explains how wealth advisory teams can build, govern, and scale AI agents in practical, human-centered ways.
JH Explorer in the Andes: Take my breath away – Inside the Vicuña district, a future engine of global copper supply
During a recent site visit high in the Andes Mountains, Portfolio Manager Tal Lomnitzer discovers one of the world’s most compelling emerging copper districts. What stood out was not only the sheer scale of the Vicuña opportunity, but its potential role in supporting the global shift toward electrification and energy security.
Q&A: Four forces currently shaping equity markets
In this Q&A, Portfolio Managers Jeremiah Buckley and Michael Keough share their perspectives on geopolitical uncertainty, why they remain constructive on earnings growth, where they see inflation settling, and what AI disruption means for software.