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Janus Henderson

June 5, 2020

The Political Struggle among Hong Kong, China and the United States

Portfolio Manager Jennifer James explains why she believes China’s introduction of the National Security Law for Hong Kong is more about politics than economics and why, against the backdrop of ongoing U.S.-Sino trade disputes, Hong Kong is both a symbol and a wedge that may ultimately accelerate the divide between China and the U.S.

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Janus Henderson

May 29, 2020

Why Office Is Not the Next Retail

The Global Property Equities Team turns their attention to the office sector and the key question of how more of us working from home will impact the office market.

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Janus Henderson

May 8, 2020

Trading Bonds in a Time of Ferocity and Velocity

Neal Rayner, Head of U.S. Fixed Income Trading, reflects on his many decades of experience trading through various crises to explain what a “liquidity collapse” means and describes what it was like being a trader during March’s periods of peak market volatility.

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Janus Henderson

April 3, 2020

How the CARES Act Impacts Retirement Plans

Ben Rizzuto outlines some of the key retirement-related provisions included in the recently passed CARES Act stimulus package, including changes to plan distribution requirements and a temporary waiver of required minimum distributions.

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Janus Henderson

March 6, 2020

Reassessing the Outlook for Global Growth

In our view, global gross domestic product (GDP) growth is likely to be negatively impacted for the year. However, we also see potential for a strong rebound heading into 2021 as clarity about the virus and stimulus measures may release pent-up demand.

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Janus Henderson

February 7, 2020

Global Sustainability Reaches Tipping Point

Climate change dominated headlines last year as wildfires ravaged both heavily populated areas and pristine wildernesses, often accompanied by record temperatures. On a more positive note, more and more businesses have embraced sustainability, and clean technologies continue to get cheaper.

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Janus Henderson

January 31, 2020

Market GPS: Global Technology 2020 Outlook

Global Technology Portfolio Manager Denny Fish explains positive near-term developments for the tech sector and provides an update on how artificial intelligence, the cloud and the Internet of Things are reshaping the technology sector, and the global economy in the process.

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Janus Henderson

January 24, 2020

ECB Meeting: One for the Specialists

The ECB meeting on January 23 concluded as expected: Rates were left unchanged, and the bank’s press statement was also mostly unchanged from the previous one, save for some upside tweaks to the language on growth and inflation.

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Janus Henderson

January 17, 2020

Market GPS: Stay Focused on Long-Term Growth Themes

Doug Rao and Nick Schommer believe it is important to balance near-term optimism for equities in 2020 with a focus on long-term themes. A trade truce between the U.S. and China has provided near-term optimism, which could boost earnings growth in 2020 as global supply chains are refilled.

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Janus Henderson

January 3, 2020

The SECURE Act Offers Something for Everyone

Signed into legislation in late 2019, the SECURE Act offers individuals and business owners an opportunity to reassess their college, personal retirement and employer retirement plans heading into 2020. Retirement and wealth strategies expert Matt Sommer outlines some of the Act’s key provisions and their implications for retirement plan sponsors and plan participants.

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Janus Henderson

December 13, 2019

Fed Decision Hits the Wrong Target

Nick Maroutsos agrees with the Fed holding benchmark rates steady, he is concerned that the risk to short-term lending markets will remain elevated until the central bank addresses issues in the market’s post-crisis infrastructure. When measured against its dual mandate of balancing inflation and employment, the Fed’s decision to hold rates steady today was the correct call.

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Janus Henderson

October 11, 2019

Advisors Need to Bring Clients’ Kids into the Conversation

Parents are looking for guidance on how to talk to their children about money. Retirement Director Ben Rizzuto explains how advisors can address this need while establishing themselves as the family’s primary wealth manager – all without putting their other client relationships at risk.

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