Janus Henderson Net Zero Transition Resources ETF Price & Performance (JZRO)

Recent weeks have seen pronounced market swings as investors react to higher-than-expected tariffs, with defensive sectors like telecoms climbing and growth-oriented sectors, such as semiconductors, sharply declining. Active managers are leveraging these conditions to reposition portfolios, seeking value amid ongoing uncertainty around economic and earnings impacts.123

A surge in demand for actively managed fixed income ETFs is underway, with investors restoring bond allocations to capture diversification and income. New launches, like Janus Henderson’s Australian Fixed Interest Active ETF, highlight a broader trend as portfolios shift from underweight fixed income to more balanced strategies in response to market volatility.45

The Janus Henderson Net Zero Transition Resources Active ETF (JZRO) is drawing attention for its focus on companies supporting the shift to a low-carbon economy. Despite recent negative returns, the ETF’s long-term outlook is buoyed by the multi-trillion-dollar investment needed for global decarbonization, presenting a rare opportunity for forward-looking investors.67