For Financial Professionals in the US
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How Can Active Managers Demonstrate Sustainability Credentials in a Post-COVID World?
From the JHI Global Media Conference: A discussion on how to manage climate risks within portfolios and the challenges it presents.
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What market factors could encourage a return to fundamental-based investing?
A look at the dominance of thematic market factors in determining market movements since the start of the pandemic.
Can value continue to lead through a broader economic recovery?
Perkins Portfolio Manager Justin Tugman makes the case for optimism, caution and the potential for the reemergence of quality in U.S. small-cap value equities.
A discussion of recent positive developments that may spur a broader economic recovery and a rotation into value stocks.
Now may be the time for investors to evaluate their portfolios and prepare for the next season.
Director of Research Carmel Wellso explains how disruption in multiple sectors has led to a wide valuation gap.