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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.
The Hardest Part About Getting Your Finances in Order: Where to Start?
53% of millennials are not sure where to start when it comes to making financial decisions.
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.
Mid-Cap Equities: Investing in Smart Growth
Brian Demain discusses the recent unusual dynamics in the mid-cap growth market and his process for pursuing “smart growth” businesses.
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.
Short-Duration Fixed Income: Save Should Not Mean Sacrifice
Portfolio Manager Nick Maroutsos believes that capital preservation and attractive risk-adjusted returns are not mutually exclusive despite zero-interest rate policy across much of the developed world.
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.