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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.
Taking Cues from a “Methodical” Fed
Investors would be well-served by following the Federal Reserve’s lead in basing decisions on incoming data.
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
From the Janus Henderson Global Media Conference: Positioning portfolios for changing market conditions.
Reassessing Rates, Risks and Inflation
From the JHI Global Media Conference: A look at the key risks for equity and fixed income markets through the end of 2021.
Global Sustainable Equity: News and Opportunities
Reflecting on the previous quarter of 2021 and looking ahead to the opportunities in the world of sustainability.
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.
Innovation, Low Valuations Tailwinds for Health Care
Underperforming the broad market for the first half of 2021, health care now offers attractive valuations and significant growth potential, thanks to innovation.
Decarbonization: How Can Investors Lead the Charge to Reaching Net Zero by 2050?
From the JHI Global Media Conference: A discussion on global efforts to reach net zero carbon emissions by 2050.
Balancing Opportunities and Risks in a Portfolio
From the JHI Global Media Conference: The importance of building diversified portfolios to provide resilience.
When Will Fundamentals Matter Again?
What market factors could encourage a return to fundamental-based investing?
Come on Down: Is Inflation Priced Right?
A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.