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Market Outlooks
Investment Perspective: All About Rates
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Increasing rates, potential oil disruptions from Middle East tensions, and continuing economic uncertainty, may contribute to market volatility.
Market Outlooks
The Puzzle of the Equity Market’s Reaction to Rising Rates
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Equity index multiples have barely budged with rising interest rates, but rates still are driving returns in most individual stocks. Deputy CIO and CIO of Global Equities Michael Hunstad, Ph.D., examines why this may be happening.
Market Outlooks
How an Escalation of War in Israel May Impact Markets
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Beyond the considerable human toll the war in Israel has already taken, an escalation of the conflict could disrupt the world’s energy supply, damage global economic growth and spark market volatility. Chief Investment Strategist for EMEA and APAC Wouter Sturkenboom, CFA, outlines some scenarios.
Market Outlooks
What’s Behind the Ascent of Long-Term Bond Yields?
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Long-term bond yields have risen about 1.5% over the past six months, including an acceleration in recent weeks that caused equities to stumble. Chief Investment Strategist for North America Chris Shipley explains why the Federal Reserve and inflation likely aren’t to blame higher yields this time.
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.
Business Development
Three keys to team meetings that inspire action
Curated content for RIAs.
Bryan Powell, Senior Director, Practice Management, outlines three concepts that can help heads of advisory teams lead more effectively.
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.
Client Life Events
It’s time to have “The [estate planning] Talk”
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Fretting about how to broach the subject of wealth transfer with your parents? You’re not alone. Wealth Strategist Ben Rizzuto offers suggestions on how to make “The Talk” a little easier and more productive.
Business Building & Planning
Finding the keys to success in succession planning
Curated content for RIAs.
Bryan Powell, Senior Director, Practice Management, discusses how advisors can build a foundation of success when navigating succession planning.