Yields Move Higher – September Spike or Sustained Trend?
Looking to Sustainability for Opportunity
Natural Resources: Paving the Way Towards Net Zero
Diversifying Through an Uneven Recovery
Drug-Pricing Reform an Uphill Battle
Sustainable Investing: The Defining Decades
Hamish Chamberlayne, Head of Global Sustainable Equities, looks at the developments that have shaped sustainable investing and the world we live in today.
Beating the Biotech Blues
It’s Time to Get Your Student Loans in Order
With the moratorium on federal student loan payments set to end in early 2022, borrowers should start preparing now to resume their repayments – particularly as other factors may complicate matters. Retirement Director Ben Rizzuto outlines steps to take to help reduce the risk of default or delinquency.
China Tech Sector: Evolving Regulations, Same Compelling Themes
Estate Planning Lessons from a Rock ‘n’ Roll Legend
Retirement Directors Marquette Payton and Ben Rizzuto discuss the importance of careful wealth transfer planning – particularly for minorities, who are not as likely to have an estate plan in place – and why proactive communication is just as critical as legal instruments such as wills and trusts.
Global Technology Outlook: Prioritizing Company Fundamentals
Portfolio Manager Denny Fish sees the summer tech rally being guided by earnings results and acknowledgment of the strong positions of leading tech and Internet companies aligned with the themes of the cloud, e-commerce and artificial intelligence.
Taking Cues from a “Methodical” Fed
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.