What changes are happening in the clean technologies space to build a renewable global economy.
Investing in clean technology for tomorrow’s renewable economy
Kris Bernie
Kris Bernie is a Portfolio Manager in the Global Short Duration & Liquidity Group at Kapstream Capital, a subsidiary of Janus Henderson Investors, which acquired Kapstream in 2015.
Fei Wang, CFA
Fei Wang is an Associate Portfolio Manager on the Diversified Alternatives Team at Janus Henderson Investors, a position he has held since 2021.
A drought that could affect plan menus and parch participants
Adapting plan menu due diligence based on the end of 2% inflation, 2% interest rates, and 2% growth.
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For the past decade, a long-lasting deflationary economic cycle drove bond yields lower creating the perfect environment for high-growth stocks to flourish. This backdrop saw growth stocks outperform value stocks, with the US leading the growth charge while value-oriented Europe lagged behind. We believe that today’s environment of higher inflation and higher rates provides ground
Allan Maymin
Allan Maymin is a Portfolio Manager and Quantitative Researcher on the Asset Allocation Team at Janus Henderson Investors, a position he has held since 2021.
Aaron Schaechterle
Aaron Schaechterle is a Portfolio Manager on the US Small/Mid-Cap Growth Team at Janus Henderson Investors. Additionally, he serves as a Research Analyst, focused on the Industrials & Materials and Technology sectors.
Equities outlook: Prioritizing quality in a slowing economy Copy
While tighter financial conditions will inevitably weigh on earnings, we believe a worst-case scenario for equities and the economy will be avoided.
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Keeping perspective on AI’s role in biotech
While technology is an important aspect of drug discovery, the value of new medicines – and the firms developing them – comes down to the quality of clinical data.