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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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Janus Henderson

September 12, 2019

Widen Your Competitive Advantage by Narrowing Your Niche

Shaking off complacency takes courage and creativity, often with the rewards seeming like more effort than they’re worth. As you take stock of your client base, it’s easy to focus on quantity rather than quality. For example, I coach an advisor who for the better part of a year had been stuck on one challenge. Every time we had a conversation, he would tell me that while his business was in fine shape overall he felt ambivalent toward a larger number of his clients than he would like.

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Janus Henderson

September 6, 2019

The Importance of Being Active: Why Passive Exposure in High Yield Is Not Enough

The U.S. high-yield market’s modest return last month obscured significant divergence of returns within the index. Portfolio Managers Seth Meyer and Brent Olson discuss why this dispersion demonstrates that opportunities exist in high yield, and why they believe active management is a key component of capitalizing on those opportunities.

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Janus Henderson

August 30, 2019

Trade Wars, ESG and Demographics in China

In this Q&A, May Ling Wee, a Portfolio Manager for the Chinese Equities strategy, responds to key concerns for investors in China, including the impact of trade friction; environmental, social and governance (ESG) factors; and demographic issues.

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Janus Henderson

August 15, 2019

Revamping the Client Segmentation Process

Busy is not the same as effective. In our “always-on” environment, we are constantly trying to keep up with what’s in front of us at any given moment. This approach does not lend itself to long-term planning, daily stress management or reflection on the question, “Am I doing the right things to create success in my business?”

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Janus Henderson

August 9, 2019

Tariffs Come to Main Street

Markets reacted negatively – and for good reason – to last week’s news that the Trump administration would introduce tariffs on most of the Chinese exports not already included in earlier rounds of the trade dispute. This latest round consists of products catering most directly to consumers and, given that personal consumption comprises roughly 70% of the U.S. economy, this one may hurt.

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Janus Henderson

July 19, 2019

Drug Pricing Reform Shifts Course

Last week, the Trump administration abandoned plans to overhaul drug rebates in Medicare while a federal judge ruled against listing prescription drug prices in TV ads. But U.S. drug reform is far from over, with implications for investors, says Portfolio Manager Andy Acker and Health Care Research Analysts Luyi Guo and Rich Carney.

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Janus Henderson

July 12, 2019

Are Markets Heading Toward a Binary Outcome?

Investment management tends to be a field of specialization, with much time spent conducting in-depth research into a particular asset class. Yet it also can prove advantageous to take a more holistic view of the broader market to glean insight into its future trajectory and that of the economy.

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