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Research in Action: Retail goes on sale, but the payoff may arrive after the holidays
Associate Analyst Caroline Escobar joins Director of Research Matt Peron in a discussion about how macro headwinds are weighing on retailers’ valuations. But finding the best value may require a long-term perspective.
Global Perspectives: PCS Team offers shock therapy for market turmoil
The Portfolio Construction and Strategy (PCS) team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.” Global Head of PCS Adam Hetts moderates the conversation with two of the team’s Senior Portfolio Strategists, Lara Reinhard, and Sabrina Geppert.
Global Perspectives: Short duration takes the spotlight in fixed income
Portfolio Managers Dan Siluk and Jason England discuss how investors can navigate the short-duration opportunity set within fixed income now that bond yields have returned to attractive levels.
Research in Action: For long-duration investors, semi stocks shine
The semiconductor industry has swung from supply shortages to an inventory glut, creating volatility for the stocks. Research Analyst Shaon Baqui offers perspective, saying investors may have to put up with volatility in the near term but that long-term growth drivers and industry rationalization are shaping an attractive future for semis.
Research in Action: Finding Resilience in the Consumer Sector
Consumers face a complex environment, from rising interest rates to pent-up demand. Even so, Research Analyst Josh Cummings, who leads the Consumer Sector Research Team, says U.S. households remain resilient while at the same time many companies have taken steps to improve operations and facilitate growth.
Global Perspectives: Silver Lining for Equities and Bonds in a Cloudy Market
Portfolio Managers Greg Wilensky and Jeremiah Buckley join Adam Hetts, Global Head of Portfolio Construction and Strategy, to provide timely updates on both the US bond and equity markets, as well as some silver linings hidden in a turbulent year for both asset classes.
Insightful and timely insights
Great resource for financial advisors!
New way to access the content at Janus. Good for financial advisors looking to improve their practices or those who focus on retirement plan business.