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The semiconductor shortage: why more than tech investors should care
The current semiconductor shortage may be more pervasive and longer-lasting than many expect.
Innovation addresses industrial recovery challenges
In the face of mounting challenges, innovations are coming together to complement, augment ‒ and eventually replace ‒ traditional industrial processes, says Assistant Portfolio Manager David Chung.
The Importance of Diversifying U.S. Equities Through an Uneven Recovery
In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.
Diversifying through an uneven recovery
Given fluctuating markets, it may be prudent to sharpen the focus on sources of risk and return within one’s portfolio.
Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity
While near-term risks exist, the trajectory of emerging markets remains on stable footing
Understanding the impact of Delta
The highly infectious variant of COVID-19 has led to rising case numbers, but we explain why a return to normalcy is still within striking distance.
With early-cycle behind us, securities must stand on own merits
Investors can no longer rely on “rising tides” lifting broad indices to deliver equity returns.
Growth in the next phase of recovery
While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.
Global Perspectives: The case for REITs in the economic recovery
Beyond the economic reopening, many areas of the real estate sector are benefiting from secular trends that could drive long-term inflation-offsetting growth.
The Market’s Tug-of-War: Outlook for U.S. Equities
From the Janus Henderson Global Media Conference: Positioning portfolios for changing market conditions.
Inflation outlook: A celebration of growth or central bank complacency?
From the JHI Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.
Come on down: Is inflation priced right?
A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.