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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?
This piece is approved to use with clients.
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
This piece is approved to use with clients.
We have been underweight long-term U.S. Treasuries since late 2020 as we saw the new macro regime heralding higher rates.
Market Outlooks
PMC Weekly Market Brief - October 16, 2023
PMC Weekly Market Brief - October 16, 2023
Market Outlooks
Global Weekly Commentary: Why the structural matters now
This piece is approved to use with clients.
Markets are adjusting to the new regime of greater macro and market volatility, in our view.
Market Outlooks
The High Probability of Recession in Europe Likely Will Burden Equities
This piece is approved to use with clients.
Higher interest rates, rising energy prices and plummeting credit are likely pushing the European economy into recession. Chief Investment Strategist for EMEA and APAC Wouter Sturkenboom, CFA, analyzes the global forces affecting Europe and explains how we’re positioned in our portfolios.
Market Outlooks
Global Weekly Commentary: Finding new opportunities as Q4 starts
This piece is approved to use with clients.
Markets are adjusting to the new regime of greater volatility and higher interest rates.
Market Outlooks
Global Equity Decline Wraps Up Difficult September, US Labor Report May Show Some Loosening
U.S. stocks led the September global slide with a 4.8% loss. The U.S. jobs report scheduled for Friday may show less hiring by companies.