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.
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
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Investing, flags five key aspects of the deglobalization and inflation backdrop that suggest the Fed may be using an outdated playbook, including its 2% inflation target.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.
Data center power: Why the key risk is under delivery, not overbuild
Filtering energy-generation capacity announcements for artificial intelligence (AI)-related projects reveals that what is likely to come online by 2030 falls well short of headline estimates. Research Analyst Ian McDonald explains.
Chart to Watch: What’s behind the curious path of 10-year Treasury yields?
by Daniel Siluk, Head of Global Short Duration & Liquidity, Portfolio Manager, Janus Henderson Head of Global Short…
Does your balanced fund have these three key essentials?
Portfolio Managers Greg Wilensky and Jeremiah Buckley discuss what they consider the three essential elements of an effective balanced strategy and highlight trends to watch in equities and fixed income in 2026.
Don’t you (forget about me) – Why real estate deserves a fresh look in 2026
Global real estate continues to recover, with listed REITs delivering positive returns and offering historically attractive valuations despite underperforming broader equity markets. With strong fundamentals, improving property market dynamics, and rising investor demand for diversification, the asset class looks increasingly well positioned for a broader re-rating in 2026.
European defense stocks: The magnitude of Europe’s rearmament remains underappreciated
Heightened geopolitical tensions have refocused attention on increasing military spending globally. Despite a strong start to 2026, markets continue to underestimate the scale and durability of Europe’s defense spending cycle, say Portfolio Managers Christopher O’Malley and Julian McManus.