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Market Outlooks
The Long View: The Crux
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ClearBridge Investments: The toughest test for investors lies ahead as stimulus and consumer resilience fade while lagged effects of rate hikes take hold.
Market Outlooks
Global Weekly Commentary: An evolving U.S. financial landscape
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The future of finance is one global mega force we see affecting returns.
Market Outlooks
Market Week in Review: Consumer spending powers U.S. economic growth to 4.9% in Q3
This piece is approved to use with clients.
Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Market Week in Review: 10-year Treasury yield rises amid signs of continued U.S. economic resilience
This piece is approved to use with clients.
Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Global Weekly Commentary: U.S. stocks: selective as earnings stall
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Markets expect a pickup in corporate earnings to start in the Q3 reporting season that gets underway in earnest this week.
Investing Ideas
Peeling back the onion: A concentric approach to investment decision making
Curated content for RIAs.
Portfolio Managers Greg Wilensky and Jeremiah Buckley offer a framework for interpreting economic news for investment decision making.
Market Outlooks
US growth: How much juice is left in the squeeze?
Curated content for RIAs.
Oliver Blackbourn, Portfolio Manager in the Multi-Asset Team, considers if US growth stocks are close to a peak after what has been stellar performance thus far in 2023.
Investing Ideas
What is ESG and why do we care?
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Michelle Dunstan, Janus Henderson’s Chief Responsibility Officer, explores ESG considerations and highlights how ESG integration helps Janus Henderson deliver on client goals and aspirations.
Investing Ideas
Hiding in plain sight: The investment case for healthcare
Curated content for RIAs.
Though healthcare may have flown under the market’s radar this year, the sector’s attractive valuations and new growth opportunities are not to be overlooked, say Portfolio Managers Andy Acker and Dan Lyons.
Investing Ideas
Investing in megatrends through mission-critical ‘ingredients suppliers’
Curated content for RIAs.
Suney Hindocha, analyst on the Global Sustainable Equity Team led by Hamish Chamberlayne, discusses some of the mission-critical, and often overlooked, businesses that are essential to the megatrends which are shaping the future.
Market Outlooks
Student of the Market: October 2023
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
Global Weekly Commentary: U.S. yields: two-way volatility ahead
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We have been underweight long-term U.S. Treasuries since late 2020 as we saw the new macro regime heralding higher rates.