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Michael Schweitzer, Head of Retail Distribution, North America, discusses five themes he took away from the Forbes | Shook Advisor Summit and how he thinks they will shape the advice industry in the coming years.
I recently had the pleasure of attending the Forbes | Shook Advisor Summit in New York City, where I joined and participated in a wide range of sessions and panels. It is always so rewarding and valuable to connect with clients and peers while also gaining some valuable perspective on the markets and our industry.
Based on discussions with industry leaders and presentations from some true investment luminaries, I came away focused on five themes. Some are already at work in today’s investing environment while others are set to shape the advice industry in the coming years.
These are just a few of the factors facing advisors in today’s highly complex market and business environment. Whether you’re looking to adjust portfolios in response to these dynamics or seeking to evolve and optimize your practice, I’d encourage you to reach out to your Janus Henderson Director.
The deep experience of our Directors is complemented by the broad capabilities of our Specialist Consulting Group, whose experts can provide financial professionals with additional perspective on fixed-income markets and the outlook for equities. Additionally, our Practice Management Consultants can help you engage with risk-averse clients and share insights on how opportunistic advisors are positioning themselves to benefit from retirements and consolidation.
Lastly, our Portfolio Construction and Strategy Team and award-winning portfolio analytics platform can provide financial professionals with accessible and actionable reviews centered on goals.2
1 “Demystifying smart and alternative beta,” Capital Fund Management, 2017.
2 “AFTAs 2019: Best Analytics Initiative—Janus Henderson Investors,” American Financial Technology Awards, January 2020.
Correlation measures the degree to which two variables move in relation to each other. A value of 1.0 implies movement in parallel, -1.0 implies movement in opposite directions, and 0.0 implies no relationship.
Duration measures a bond price’s sensitivity to changes in interest rates. The longer a bond’s duration, the higher its sensitivity to changes in interest rates and vice versa.
Sharpe Ratio measures risk-adjusted performance using excess returns versus the “risk-free” rate and the volatility of those returns. A higher ratio means better return per unit of risk.
Fixed income securities are subject to interest rate, inflation, credit and default risk. The bond market is volatile. As interest rates rise, bond prices usually fall, and vice versa. The return of principal is not guaranteed, and prices may decline if an issuer fails to make timely payments or its credit strength weakens.