Global
#dividends
rose 9.3% to a record $1.37 trillion, equivalent to core underlying growth of 8.5%, the best performance since 2015. Read more in the latest Janus Henderson Global Dividend Index.
Drones are quickly expanding beyond their traditional strongholds of the hobbyist and the military, with new applications creating a beneficial environment for component suppliers. Learn more about the potential for long-term growth in the sector.
While the recent tear in the stock market has helped many 401(k) balances go up, Ben Rizzuto discusses the reality that millions of Americans still don’t have retirement savings plans in our latest Plan Talk podcast.
Disruption is creating compelling investment opportunities for those who know where to look. Learn how to harness the power of
#disruption
in your portfolio.
Technology is penetrating every part of the global economy, driven by powerful trends: cloud computing, mobility, the Internet of Things and artificial intelligence. Read more about how
#technology
disruption is creating opportunities for investors.
Recent investments by
#tech
and media companies indicate a shift toward vertically integrated content-creation and distribution models. Read about the rationale behind tech giants moving into media’s traditional realm of content creation and distribution.
Are you up to date on the latest in defined contribution? Read our quarterly DC in Review for news and insights that could impact plans or plan participants.
Disruption is creating compelling investment opportunities for those who know where to look. Learn how to harness the power of
#disruption
in your portfolio.
The digitization of the global economy is changing business models everywhere. Our experts discuss where they see the greatest opportunities in technological innovations and disruptions in our Market GPS outlook.
The creation of a new Communication Services sector could provide a further tailwind for tech stocks as generalist mutual funds gain a potential opportunity to allocate more capital to the space. Portfolio Manager Denny Fish discusses.
Global dividends jumped 12.9% year-on-year in the second quarter, comfortably hitting a new record, according to the Janus Henderson Global Dividend Index. Read more in our quarterly long-term study into global dividend trends.
Suppliers of commodity goods are in a position to exert pricing power after stripping out capacity and excess costs in the decade since the Great Financial Crisis.
With
#income
in ever greater demand, some income strategies are becoming overly complex. We offer a straightforward approach. Simplify your portfolio with our income solutions.
Bond markets will likely be dominated by interest rate divergence across developed economies over the next few years, says Jenna Barnard, Co-Head of Strategic Fixed Income. Watch her latest outlook.
Taking on new business from a retiring colleague is tempting, but may not necessarily be the right decision. Dr. John L. Evans, Jr. shares tips on what to consider.
Advisors: Are you facing a challenge determining your
#succession
plan? Our proprietary survey with
@fpassociation
reveals why so many financial
#advisors
are failing to plan their legacy-- and how you can take control of your future.
Despite some market surprises so far in 2018, the investment professionals at Janus Henderson see opportunities ahead. Read our Midyear Market GPS outlook for their perspectives.
Disruption is rippling through the global economy, and the pace of change is accelerating. Learn more about how such dramatic change is being felt across industries and geographies, and potentially shaping long-term portfolio performance.
Gross: As predicted weeks ago bonds are now in a bear market. You should expect, however, for only gradual increases in 10yr yields from here. Perhaps 2.90% by year-end 2018. Much depends on inflation, not GDP growth.
Which companies are driving today’s digital disruption, and which ones fall short? Portfolio Manager Doug Rao explores who lands on what side of the divide in our blog.
Asia Pacific (ex-Japan) was the only region to see falling
#dividends
in the first quarter- learn why in the latest Janus Henderson Global Dividend Index.
An aging bull market and a 10-year economic expansion have many wondering how much longer can this rally continue. Nobel Laureate Dr. Myron Scholes and Dr. Ashwin Alankar share their outlook in our 2018 Market GPS:
Gross: What yield on 10yr Treasuries slows the economy and corporate profits? Most media observers have no clue, nor really do central bankers. I observe, however, that higher yields impact a levered economy more quickly. I suspect a 3% 10yr yield would begin to do so.
Mandatory auto-enrollment in the UK has been a huge success. Could the U.S. adopt these practices to help address concerns about adequate savings? Read more in our Defined Contribution in Review.
Gross: Slow march to 3% 10yr continues but it will be slow. Higher volatility in markets present opportunity to earn higher returns by selling volatility not cash bonds.
While we expect strength in corporate fundamentals to continue, merger and acquisition activity, rich valuations and rising
#rates
amid the later stages of the credit cycle warrant a cautious outlook on corporate credit.
Midway through 2018, our experts outline trends that continue to influence global markets and explore key opportunities and risks that will shape the remainder of the year
#MarketGPS
Gross: Fed minutes suggest 3-4 hikes next 12 months. Forward Eurodollar markets say 2. Much depends on inflation and willingness to tolerate 2%+ annual rates. I agree with the market though. 1-2 hikes max or else recession ahead.
Advisors: You’re invited to our upcoming seminar with Retirement Specialist Ben Rizzuto, where we will discuss the our latest Defined Contribution in Review. Register today: