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Focus on Key Market Drivers as Economies Reopen
Which themes matter most as economies reopen around the globe and green momentum builds.
Powerful Factors May Spark a Rebound in Travel and Leisure
Exploring the strong recovery potential for travel and leisure industries as COVID restrictions ease.
Navigating Fixed Income’s Inefficient Frontier
How bond investors may be able to take advantage of fixed income markets’ inefficiencies.
Health care’s innovation shifts into high gear
Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.
Will the Value Rotation Continue Through a Broader Economic Recovery?
Can value continue to lead through a broader economic recovery?
Right Here, Right Now: Growth Opportunities in Real Estate
Assessing opportunities created by the “reopening rotation” trade in REITs.
Keeping It Real: Interpreting the Climb in Bond Yields
The recent steep rise in yields has unsettled markets.
Emerging Market Equities: Same Storm, Different Boats
The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.
Giving Savers a Chance in Short-Duration Fixed Income
Negative real yields have punished savers for much of the past decade.
How Are China’s Stock Markets Developing and Evolving?
The impact of “re-shoring” and rising cross-border flows on Chinese markets.
Global Dividends Prove Resilient Despite Crisis
Despite the COVID-19 pandemic, global dividends fared surprisingly well in 2020, according to the latest Janus Henderson Global Dividend Index.
Resources in 2021: A Year of Transformation
What may lie ahead for the mining, energy and agriculture sectors in 2021 and beyond.