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The Semiconductor Shortage: Why More than Tech Investors Should Care
Coronavirus Technology

The Semiconductor Shortage: Why More than Tech Investors Should Care

The current semiconductor shortage may be more pervasive and longer-lasting than many expect.

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity
Coronavirus Emerging Markets

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

The ability to navigate the pandemic and harness innovation are key drivers for emerging market equities growth.

The Return of Multiplicity

The Return of Multiplicity

A discussion of several important issues confronting bond markets, including the role of sustainability in fixed income as the UN Climate Change Conference approaches.

Innovation Addresses Industrial Recovery Challenges

Innovation Addresses Industrial Recovery Challenges

Innovation may provide long-term solutions to evolving challenges in industrials.

Diversifying Through an Uneven Recovery
Coronavirus Featured

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.

Understanding the Impact of Delta
Coronavirus Healthcare

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
Coronavirus

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
Coronavirus Growth Equities

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

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.

Total Corporate Debt Soared to Record High in 2020
Coronavirus Credit

Total Corporate Debt Soared to Record High in 2020

Companies took on record new debts totaling $1.3 trillion in 2020 as global profits plunged by a third.

The Market’s Tug-of-War: Outlook for U.S. Equities
Coronavirus Volatility

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?

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.