Follow Ben Rizzuto, Retirement Director at Janus Henderson Investors as he guides you through careful considerations to retirement’s biggest questions.
Webinar: Big Questions for a Better Retirement
“Failure to Diversify” Allegation Raises Important Questions for Plan Sponsors
A recent legal case highlights the issue of equity funds being too highly correlated and fixed income options too limited within retirement plans.
South Africa: A Cautionary Tale in Emerging Markets
Emerging markets stocks look attractive relative to U.S. peers, but not all countries within this traditionally volatile asset class are created equal.
A Closer Look at Explicit Portfolio Protection
Steve Cain, Diversified Alternatives Portfolio Manager, discusses how incorporating a portfolio protection strategy within Multi Strategy portfolios may offer “crisis alpha” during extreme market conditions.
Navigating Uncertainty in the Energy Sector
In the near term, investors may want to take a cautious approach to energy stocks as the sector grapples with both supply and demand shocks.
Reassessing the outlook for global growth
Although the coronavirus could slow global GDP growth in the near term and drive market volatility, we see reason to be optimistic about a rebound in 2021.
From complacency to panic: Coronavirus and oil
Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the recent market shock as oil prices tumble and the Coronavirus continues to impact countries globally.
Finding Balance
Janus Henderson Balanced Fund Co-Portfolio Manager, Marc Pinto explains how he and the portfolio management team use a balanced approach to risk and return.
Navigating Uncertainty in the Energy Sector
In the near term, investors may want to take a cautious approach to energy stocks as the sector grapples with both supply and demand shocks.
Is global real money growth about to surge?
The baseline expectation here remains that the market / policy response to the coronavirus shock – compounded now by an oil supply shock – will result in an early and strong pick-up in global real money growth, setting the stage for a solid rebound in economic activity during H2 2020 and above-trend growth in 2021.