When Will Fundamentals Matter Again?
As more speculative investing is once again driving returns, Portfolio Manager Justin Tugman discusses market factors that could encourage a renewed focus on fundamentals.
Breaking Down Risk in High-Yield Bonds
Growth? Value? Just Fundamentals Please…
The Affordable Care Act Lives On
The Supreme Court dismissed the latest challenge to the seminal legislation that has expanded health care coverage in the U.S. over the past decade. Research Analyst Rich Carney explains what it means for the health care sector.
Biopharma’s Targeted Approach to Growth
Can Corporate Cash Drive Further Market Growth?
Getting Plan Menus “Just Right”
If Your Retired Clients Are Feeling the Impact of Inflation, Give them a Raise
Head of Defined Contribution and Wealth Advisor Services Matt Sommer discusses how financial professionals can help clients cope while still keeping them on track to their long-term goals.
Secular Tech Themes Still Intact
Despite the recent rotation toward cyclical stocks, Denny Fish explains why secular-growth companies should remain the main driver of tech earnings over the next several years.
The Prospect for Higher Taxes Under the American Families Plan
Retirement and wealth strategies expert Matt Sommer details the potential changes and outlines tax planning strategies financial professionals may want to consider implementing with clients should higher taxes become inevitable.
Other Companies Join Tech Earnings Party
With an economic recovery underway, cyclical-growth stocks are positioned to join secular-growth companies in propelling tech sector earnings higher over the midterm, says Portfolio Manager Denny Fish.
Global Sustainable Equity: News and Opportunities (April 2021)
Hamish Chamberlayne, Head of Global Sustainable Equities at Janus Henderson, reflects on 2021 so far and looks ahead to the opportunities in the world of sustainability.
The Market’s Tug-of-War
Portfolio Manager Doug Rao explains why stock valuations and interest rates are engaged in an ongoing tug-of-war as investors evaluate the potential breadth and depth of the economic recovery.
Shining a Light on “Hidden ESG” in Smaller Companies
European smaller companies portfolio managers Ollie Beckett and Rory Stokes discuss the impact that the rise in ESG has had on the market and why it is important to look beyond ESG ratings.
What’s New in Fiduciary Breach Cases?
Retirement Director Ben Rizzuto expects two issues – Multiple Employer Plans (MEPs) and the types of investments offered on plan menus – to be part of the next generation of potential fiduciary failures and lawsuits.
Fixed Income Post-Crisis: From Passive to Picky
Right Here, Right Now: Growth Opportunities in Real Estate
Emerging Market Equities: Same Storm, Different Boats
How Are China’s Stock Markets Developing and Evolving?
China Equities Portfolio Manager May Ling Wee discusses the buoyant initial public offering (IPO) market and the impact of “re-shoring” and rising cross-border flows on Chinese markets.
Finding Value in Each Other: Active Collaboration in Stock and Bond Analysis
Seth Meyer, Brent Olson, and Nick Schommer from Janus Henderson Investors, discuss the benefits of collaboration in their stock and bond analysis.
Valuing High Yield’s Improving Credit Quality
The Far-Reaching Investment Implications of China Decarbonization
Emerging Market Equities Portfolio Manager Daniel Graña, Emerging Market Equities Analyst Matt Doody and Emerging Market Credit Portfolio Manager Jennifer James consider the massive investment implications of China’s decarbonization plan.
Exploiting Two-Way Traffic in High Yield
While record-setting prices for riskier assets hint at better days ahead, Portfolio Manager Nick Maroutsos believes that a complete exit from the pandemic may take longer than expected and therefore justify continued monetary and fiscal hyper-accommodation.
Positioning for Higher Yields
China: What Can Investors Expect in the Year of the Metal Ox?
China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.