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European Equities: Will Inflation Be Transitory for Longer?
Questioning whether inflation will become more persistent and what this means for European equities.
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The current semiconductor shortage may be more pervasive and longer-lasting than many expect.
The ability to navigate the pandemic and harness innovation are key drivers for emerging market equities growth.
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 may provide long-term solutions to evolving challenges in industrials.
Given fluctuating markets, it may be prudent to sharpen the focus on sources of risk and return within one’s portfolio.
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.
Investors can no longer rely on “rising tides” lifting broad indices to deliver equity returns.
While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.
Beyond the economic reopening, many areas of the real estate sector are benefiting from secular trends that could drive long-term inflation-offsetting growth.
Companies took on record new debts totaling $1.3 trillion in 2020 as global profits plunged by a third.
From the Janus Henderson Global Media Conference: Positioning portfolios for changing market conditions.
From the JHI Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.