For Institutional Investors 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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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.
A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
A discussion on the impact of rising rates on traditional asset classes and trend-following strategies.
On the challenges of forecasting interest rates in uncertain markets.
A look at the dominance of thematic market factors in determining market movements since the start of the pandemic.
Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.
Assessing the recent shift in tone in equity markets and the key themes driving volatility.
Why copper prices have recently been hitting record highs, and implications for investors.
How REITs fared through the pandemic and how they are positioned as economies reopen.
Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?